Job Description
As a dedicated Retirement Client Services Advisor, leverage your CFP® credentials to deliver personalized financial advice. Guide clients in navigating their pension plans and achieving retirement goals.
This full-time position emphasizes exceptional client service and a commitment to financial literacy. You will engage clients through comprehensive analyses of their needs, providing clear, unbiased advice on retirement planning solutions. Collaborate with team members to evolve and refine advisory services and resources.
Key Responsibilities:
• Lead client meetings with tailored advice and support
• Analyze client histories to craft financial solutions
• Manage client escalations and identify key trends
• Provide financial expertise for enhanced service delivery
• Present workshops on current pension topics
Requirements:
• Must hold a CFP® designation in good standing
• Extensive knowledge of financial pl...
This full-time position emphasizes exceptional client service and a commitment to financial literacy. You will engage clients through comprehensive analyses of their needs, providing clear, unbiased advice on retirement planning solutions. Collaborate with team members to evolve and refine advisory services and resources.
Key Responsibilities:
• Lead client meetings with tailored advice and support
• Analyze client histories to craft financial solutions
• Manage client escalations and identify key trends
• Provide financial expertise for enhanced service delivery
• Present workshops on current pension topics
Requirements:
• Must hold a CFP® designation in good standing
• Extensive knowledge of financial pl...