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Financial Planning Specialist

2 months ago

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

TY PEAK TAX SERVICES INC. is 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 and analysis services to our clients.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Investment Analysis: Conduct thorough analysis of investment opportunities and provide recommendations to clients based on their financial goals and risk tolerance.
  • Wealth Management: Provide ongoing wealth management services to clients, including investment management, retirement planning, and estate planning.
  • Financial Modeling: Develop and maintain complex financial models to analyze and forecast client financial performance.
  • Client Communication: Communicate complex financial information to clients in a clear and concise manner, ensuring they understand their financial situation and goals.
Requirements
  • Education: Bachelor's degree in Finance, Accounting, or a related field.
  • Experience: 1 year to less than 2 years of experience in financial planning and analysis.
  • Certifications: Canadian Securities Course (CSC) or equivalent.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and proficiency in MS Office.
Benefits
  • Group Insurance Benefits: Comprehensive group insurance benefits package.
  • Free Parking: Free parking available on site.
  • Permanent Employment: Permanent employment with TY PEAK TAX SERVICES INC.
  • Language: English.
  • Hours of Work: 35 hours per week.