Paraplanner

In this role, youll work closely with Wealth Managers and Administrators to deliver exceptional service and tailored investment solutions to clients. If you're passionate about investments and want to be part of a professional, forward-thinking environment, this could be the perfect opportunity for you.

Key Responsibilities

• Implement investment strategy changes as instructed by the Financial Planner
• Execute chosen investment plans and ensure accurate processing
• Build strong client relationships and attend client meetings when required
• Schedule and coordinate future planning sessions with clients
• Review and analyze investment portfolios, asset allocations, and risk profiles

Education & Experience Requirements

Key Skills

If you are interested in this opportunity, please apply directly.

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