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Financial Services Specialist

2 months ago

Timmins, Ontario, Canada 2789590 Ontario Inc. Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at 2789590 Ontario Inc. as a key member of our financial services department.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.
  • Investment Advice: Provide expert advice on trust account investments, ensuring that clients' assets are managed effectively and efficiently.
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored financial solutions.
  • Team Leadership: Supervise and mentor junior team members, providing guidance and support to ensure the success of the team.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and develop strategies to optimize their financial performance.
  • Product Recommendations: Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning, ensuring that clients receive the best possible advice.
  • Business Development: Identify opportunities to grow the business and develop strategies to increase revenue and market share.
Requirements
  • Education: A 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 of experience in a related field.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Work Environment
  • Work Term: Permanent.
  • Work Language: English.
  • Hours: 40 hours per week.