Job Description

  • Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?
  • Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom?
  • Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal client base?

    • If you answered yes to the above, read on!


    An Opportunity with a Difference! 


    We're seeking a dynamic individual with a background in Financial Planning who’s ready to pivot into a role that’s truly focused on the front end of the client journey.


    Unlike traditional advice roles that balance ongoing servicing, reviews, and implementation, this opportunity is centred on what many advisers enjoy most, meeting new clients, leading discovery conversations, and helping them take the first steps toward financial advice.


    You'll play a critical role i...

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