FINANCIAL PLANNER

Join Dalle Cort Financial Services; a young, highly motivated team with a strong client focus.

 

Launch your career with Townsville’s most successful financial planning practice.

Successful applicants must possess:

 

  • ADFS or DFP

  • Bachelors degree in Commerce, Business,  Mathematics or related field

  • At least 3 years experience as a Financial Planner  with a proven sales record

  • Mature, self-motivated, be able to work autonomously and driven to achieve set goals within deadlines

 

Aspects of the role:

 

  • Provision of holistic financial planning advice

  • Consistent achievement of sales and risk budgets

  • Strategy development for wealth accumulation (including debt management) and retirement planning

  • Cross sell to other corporate partners

 

Please submit your application including cover letter, resume and referees to:

 

Dalle Cort Financial Services

PO Box 6006
Townsville QLD 4810
or
mail@dallecort.com

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