Graduate Advisor

About

Description

The role aims to develop young professionals into financial advisors who can market PPS risk and investment products to other professionals, particularly students and recent graduates. It’s an excellent entry point for someone interested in the financial planning, insurance, or investment space

Responsibilities

• Build and maintain a client base among students and young professionals
• Host financial literacy workshops and presentations on campuses
• Educate clients on sound financial planning and investment principles
• Promote and sell PPS student product ranges and benefits
• Work closely with marketing specialists on outreach campaigns
• Stay compliant with financial services regulations (FAIS, FICA, etc)
• Commit to continuous professional development and training

Qualifications

• A Bachelor’s degree (Commerce, Finance, or related field preferred)

Application instructions:

• Click on the "Apply now" button to apply