Financial Planning Consultant

4 weeks ago


Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time
Position Overview

As a Financial Planning Consultant at ALLTIME INVESTMENTS INC, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will be instrumental in crafting tailored financial strategies that align with their unique goals.

Educational Requirements
  • Bachelor's degree in Finance, Business Administration, or a related field
Key Responsibilities
  • Assess clients' financial objectives and needs
  • Evaluate financial documentation and provide insights
  • Create comprehensive financial plans
  • Offer advice on cash flow management, insurance options, investment strategies, retirement solutions, and estate planning
  • Draft prospectuses for new equity and debt offerings
Work Environment
  • Ability to work effectively under pressure
  • Strong attention to detail is essential
Experience Requirements
  • Minimum of 2 years and less than 3 years of relevant experience
  • Employment Type: Permanent
  • Language of Work: English
  • Working Hours: 32 hours per week


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