About this role
We have an exciting opportunity for you to join the Wealth Planner team that will assist us in supporting our strategic goals and plans! Below are the details of the role, accountabilities, experience requirements/needs and attributes we are seeking. We are looking for individuals who have the desire to not only leverage their existing skills and/but are proactively seeking opportunities to developing new skills/experiences and build a book of clients that support their career goals and ongoing development.