Financial Advisor

4 weeks ago


Timmins, Ontario, Canada Ontario Inc. Full time
Job Title: Financial Planner

Ontario Inc. is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to achieve those goals.

Key Responsibilities:
  • Advise clients on trust account investments and develop financial plans to meet their goals.
  • Identify clients' financial goals and objectives and provide recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Supervise staff and ensure that all financial plans are implemented effectively.
  • Analyze clients' financial records and provide recommendations on financial planning and investment strategies.
  • Arrange for the sale of financial products and investments and assist in the planning and execution of financial statement audits.
Requirements:
  • Education: College, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years.
  • Experience: 1 year to less than 2 years.
  • Attention to detail and strong analytical skills.
  • Ability to work in a team environment and communicate effectively with clients.
  • Strong knowledge of financial planning and investment strategies.
Work Conditions and Physical Capabilities:
  • Work Term: Permanent.
  • Work Language: English.
  • Hours: 40 hours per week.

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