Adviser AIFA: Everyday Banking (FAIS)

This role involves acting as a FAIS licensed financial adviser to execute the six steps of financial planning, including conducting Financial Needs Analyses and recommending investment, life insurance, and estate planning solutions. The adviser is responsible for managing client relationships, ensuring ongoing suitability of implemented solutions, and maintaining Fit and Proper status. Additionally, the position includes practice management duties such as mentoring assistant advisers and ensuring compliance with regulations like FAIS and FICA.