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Strategic Financial Planner

Job in Caledon, Ontario, L7C, Canada
Listing for: absa
Full Time position
Listed on 2026-09-03
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 83000 - 139000 CAD Yearly CAD 83000.00 139000.00 YEAR
Job Description & How to Apply Below

Absa Bank Limited seeks a FAIS licensed financial adviser to deliver comprehensive financial planning and services. You will conduct Financial Needs Analysis (FNA), present recommendations, and implement agreed solutions within Absa processes.

Regular client reviews and ongoing compliance are central to the role, with a focus on building trusted relationships. The role requires diligent prospecting, precise documentation, and collaboration with advisers and product providers to meet client needs

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