Financial Planning Specialist

1 day 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 financial plans to help them achieve their goals.

Key Responsibilities:
  • Conduct financial needs analysis to identify clients' financial goals and objectives
  • Analyze clients' financial records to identify areas for improvement
  • Develop and implement financial plans to help clients achieve their goals
  • Provide financial planning and investment advice to clients
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice
Requirements:
  • Bachelor's degree in Finance or related field
  • 1-2 years of experience in financial planning or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
What We Offer:
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

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