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Financial Planning Specialist

2 months ago

Calgary, Alberta, Canada J&H Financial Corp Full time
Job Title: Financial Consultant

We are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:
  • Financial Planning: Develop financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Financial Analysis: Analyze clients' financial records, including income, expenses, assets, and liabilities.
  • Investment Planning: Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Client Communication: Communicate with clients to understand their financial needs and provide regular updates on their financial plans.
Requirements:
  • Education: Bachelor's degree in a related field.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Skills: MS Office, financial planning software, and excellent communication and interpersonal skills.
Benefits:
  • Health Benefits: Dental plan and vision care benefits.
  • Other Benefits: Team building opportunities, parking available, and a permanent position.
Language:

English.

Work Hours:

40 hours per week.