* Identify potential clients, using advertising campaigns, mailing lists and personal contacts
* Interview clients to determine financial position, resources, assets available to invest and financial goals
* Provide clients with information and advice on purchase or sale of securities, financial services and investment plans based on review of professional publications and other financial literature and knowledge of securities market and financial services
* Offer fee based financial planning to clients
* Assess needs of clients, develop solutions to complex risk situations and offer clients appropriate risk management products
* Offer fee based asset management services to clients
* Conduct client meetings on an ongoing and as needed basis
* Prepare, coordinate and follow through on financial plan development
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