Financial Advisor

3 weeks ago


Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time
Job Title: Financial Consultant

We are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a Financial Consultant, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Advise clients on trust account investments and identify their financial goals and objectives.
  • Analyze clients' financial records and develop financial plans to meet their needs.
  • Make recommendations on cash management, insurance coverage, investment planning, and retirement planning.
  • Administer estate, personal, charitable, corporate, and other types of trusts, and direct trust account investments.
  • Assist in the planning and execution of financial statement audits.
Requirements:
  • Bachelor's degree in a related field.
  • Efficient interpersonal skills, initiative, judgement, and ability to work as a team player.
  • Previous experience in the field of employment is an asset.
Work Environment:
  • Permanent position.
  • 35 hours per week.
  • English is the primary language of communication.


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