Investment Planning Specialist

5 hours ago


Stockholm, Stockholm, Sweden TD Full time
Key Responsibilities

As a Financial Planner, your key responsibilities will include:

  • Identifying client life and financial goals and providing comprehensive reviews and financial planning expertise.
  • Conducting reporting and relevant analysis using results to draw conclusions and make recommendations.
  • Contributing to team and department goals while strengthening customer service.
  • Maintaining a culture of risk management and control.
  • Participating fully as a member of the team, supporting a positive and service-oriented work environment.

We offer a comprehensive benefits package that includes training and onboarding sessions, colleague development programs, and a Total Rewards package that reflects our investments in our colleagues' financial, physical, and mental well-being goals.



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