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Financial Planning Specialist

3 months ago


Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time
About CAPTURE ACCOUNTANTS LTD.

At CAPTURE ACCOUNTANTS LTD., we are committed to providing exceptional financial guidance. We are currently seeking a meticulous and driven Financial Advisor to enhance our team. If you are enthusiastic about assisting clients in reaching their financial aspirations and have a strong analytical mindset, we would love to connect with you.

Position Overview
  • Education: Bachelor's degree required
  • Experience: 1-2 years in a relevant field
Primary Responsibilities
  • Offer expert advice on investment strategies for trust accounts
  • Evaluate clients' financial goals and objectives
  • Conduct thorough analysis of financial documentation
  • Create tailored financial strategies
  • Propose solutions for cash flow management, insurance, investments, retirement planning, and estate management
  • Assist in the marketing and sale of financial products
  • Underwrite securities including stocks and bonds
  • Engage in negotiations with firms for new investment opportunities
  • Prepare comprehensive offering documents
  • Manage mortgage financing for clients
  • Oversee various trust arrangements
  • Support financial statement audits
Required Skills and Qualifications
  • Proficient in QuickBooks and Microsoft Office Suite
  • Expertise in financial planning and accounting principles
Work Environment
  • Ability to meet tight deadlines
  • Strong attention to detail is essential
Personal Attributes
  • High level of accuracy
  • Excellent interpersonal communication skills
  • Effective verbal communication abilities
  • Highly organized
Employment Information
  • Type: Permanent position
  • Language: English
  • Hours: 40-44 hours per week