· Prepare and deliver basic to complex financial plans for clients;
· Conduct client meetings on a case by case basis;
· Respond to internal phone calls and e-mails related to any financial planning queries and strategies;
· Develop professional relationships with external experts (i.e. professional accountants, lawyers, service vendors, etc.) to co-ordinate action plans on complex planning matters;
· Maintain financial planning professional practice standards including training, development, and codes of conduct; and
· Assist in building and attracting new clients.