EQ-FIN are seeking for individuals with sales qualities who thrive on personal and professional growth and wish to build their own practice within our organization.

The ideal candidate will have a strong background in financial planning and wealth management, as well as excellent communication and interpersonal skills. The Wealth Planner will be responsible for working with clients to develop comprehensive financial plans that align with their goals and objectives.

Responsibilities:
- Conduct in-depth financial analyses and assessments of clients' current financial situations
- Develop and implement customized financial plans that address clients' specific needs and goals
- Provide ongoing financial advice and guidance to clients, including investment strategy, retirement planning, tax planning, and estate planning
- Monitor and review clients' financial plans on a regular basis and make recommendations for adjustments as needed
- Stay current on industry trends and changes in tax laws and regulations
- Build and maintain strong relationships with clients to ensure their trust and satisfaction
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning solutions

Requirements:
- Grade 12 (Candidate with a relevant Degree will be given preference) 
- Minimum of 1 year of experience in financial planning or sales
- Excellent analytical and problem-solving skills
- Ability to communicate complex financial concepts in a clear and concise manner
- Proven track record of building and maintaining relationships with clients
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team
- Strong attention to detail and organizational skills

If you meet the qualifications and are passionate about helping clients achieve their financial goals, we encourage you to apply for the Wealth Planner position.