Absa Bank

Financial Adviser AIFA: Everyday Banking STLT (FAIS)

Absa Bank(15 days ago)

Caledon, OntarioOnsiteFull TimeJunior$44,491 - $60,267 (estimated)Finance / Banking
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About this role

This position involves providing financial advice and planning services in Long-term Insurance and Investments within a banking environment. The role requires building professional relationships with clients and stakeholders, conducting needs analyses, and recommending suitable financial products. It emphasizes compliance, ongoing client review, and personal development to maintain professional standards.

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Required Skills

  • Financial Planning
  • Investment
  • Insurance
  • Needs Analysis
  • Client Relations
  • Compliance
  • Financial Advice
  • Portfolio Management
  • Prospecting
  • Regulatory Compliance
Absa Bank

About Absa Bank

absa.co.za

With Absa's Digital Banking services, you can open a bank account, get a loan, or sign up for internet banking quickly and easily.

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