Financial Planning Specialist

2 months ago


Toronto, Ontario, Canada INDOCAN STUDY INC Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at INDOCAN STUDY INC. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Client Analysis: Conduct thorough analysis of clients' financial records to identify areas for improvement and develop personalized financial plans.
  • Financial Planning: Develop and implement comprehensive financial plans that meet clients' needs and goals.
  • Product Arrangement: Arrange for the sale of financial products and investments that align with clients' financial plans.
  • Client Communication: Communicate effectively with clients to understand their needs and provide regular updates on their financial progress.
Requirements
  • Education: Bachelor's degree in a related field.
  • Experience: 3 years to less than 5 years of experience in a related field.
  • Certifications: Canadian Securities Course (CSC) and Canadian Institute of Financial Planning Course.
Work Environment

As a Financial Planning Specialist at INDOCAN STUDY INC, you will work in a fast-paced environment with a permanent work term. You will be required to work 32 hours per week and communicate effectively in English.



  • Toronto, Ontario, Canada INDOCAN STUDY INC Full time

    Financial Planning SpecialistAt INDOCAN STUDY INC, we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify...


  • Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full time

    Financial Planning SpecialistAt TY PEAK TAX SERVICES INC., we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients. This includes analyzing financial data, creating personalized financial plans, and providing...


  • Toronto, Ontario, Canada LRC INC. Full time

    Job Title: Financial Planning SpecialistLRC INC. is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...


  • Toronto, Ontario, Canada Hosper Mortgage Administration Inc. Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Hosper Mortgage Administration Inc. The successful candidate will be responsible for providing expert financial planning and analysis services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...


  • Toronto, Ontario, Canada Impact Kitchen Full time

    Financial Planning SpecialistAt Impact Kitchen, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to prepare financial reports and statements.Key Responsibilities:Prepare financial reports and statements, including balance...


  • Toronto, Ontario, Canada VALMAR Construction Inc Full time

    Job Title: Financial Planning SpecialistVAL/MAR Construction Inc is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial management team, you will be responsible for evaluating financial risk, analyzing investment information, and providing investment advice to clients and senior company officials.Key...


  • Toronto, Ontario, Canada VALMAR Construction Inc Full time

    Job Title: Financial Planning SpecialistVAL/MAR Construction Inc is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial management team, you will be responsible for evaluating financial risk, analyzing investment information, and providing investment advice to clients and senior company officials.Key...


  • Toronto, Ontario, Canada VALMar Construction Inc Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at VAL/Mar Construction Inc. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies,...


  • Toronto, Ontario, Canada Event Media Design Full time

    Financial Planning SpecialistAt Event Media Design, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...


  • Toronto, Ontario, Canada Preferential Tax Services Inc Full time

    Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Preferential Tax Services Inc. The ideal candidate will have a strong background in financial management and planning, with experience in budgeting, forecasting, and financial analysis.Key Responsibilities:Develop and implement financial plans and...


  • Toronto, Ontario, Canada CKM PROFESSIONAL CORPORATION Full time

    Job Title: Financial Planning SpecialistJob Summary: We are seeking a detail-oriented Financial Planning Specialist to join our team at CKM Professional Corporation. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash flows...


  • Toronto, Ontario, Canada DoMy Laundry Inc. Full time

    Job Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...


  • Toronto, Ontario, Canada DoMy Laundry Inc. Full time

    Job Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...


  • Toronto, Ontario, Canada LRC INC. Full time

    Financial Planning SpecialistLRC INC. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...


  • Toronto, Ontario, Canada LRC INC. Full time

    Financial Planning SpecialistLRC INC. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial team, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...


  • Toronto, Ontario, Canada Event Media Design Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Event Media Design. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks,...


  • Toronto, Ontario, Canada DoMy Laundry Inc. Full time

    Job Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...


  • Toronto, Ontario, Canada Rakuten Kobo Inc. Full time

    Financial Planning SpecialistRakuten Kobo Inc. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for examining and analyzing financial and investment information to inform business decisions.Key Responsibilities:Examine and analyze financial and investment information to...


  • Toronto, Ontario, Canada LRC INC. Full time

    LRC INC. is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and planning, with the ability to evaluate financial risk and provide investment advice to clients.The successful candidate will have a Bachelor's degree and at least 2 years of experience in a similar...


  • Toronto, Ontario, Canada CKM PROFESSIONAL CORPORATION Full time

    Job Title: Financial Planning SpecialistJob Summary: We are seeking a detail-oriented Financial Planning Specialist to join our team at CKM Professional Corporation. The successful candidate will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash...