Accounting & Finance

Strategic Financial Planner

absa

Caledon · On · Canada

Absa Bank Limited seeks a FAIS licensed financial adviser to deliver comprehensive financial planning and services. You will conduct Financial Needs Analysis (FNA), present recommendations, and implement agreed solutions within Absa processes.

Regular client reviews and ongoing compliance are central to the role, with a focus on building trusted relationships. The role requires diligent prospecting, precise documentation, and collaboration with advisers and product providers to meet client needs

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Reference: WJ-3875_12153726

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