Financial Services Specialist

1 month 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. The ideal candidate will have a strong background in financial planning, investment management, and estate planning.

Key Responsibilities:
  • Advise clients on trust account investments and develop financial plans to meet their goals and objectives.
  • Analyze clients' financial records and make recommendations on cash management, insurance coverage, and investment 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.
  • 2 years to less than 3 years of experience in a related field.
  • Efficient interpersonal skills, initiative, judgement, and team player.
Working Conditions:
  • Permanent position.
  • 35 hours per week.
  • English language.


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a Bachelor's degree and at least 2 years...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesAdvise clients on trust account investments and develop personalized financial...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals, and developing financial plans.Key...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field.Key ResponsibilitiesAdvise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and identify their...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and develop personalized...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    At Markham Centre Financial Services Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals and objectives, and developing financial plans....


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Financial Consultant RoleWe are seeking a skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.Key Responsibilities:Advise clients on...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial Services ProfessionalJob Summary: We are seeking a highly skilled Financial Services Professional to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in trust account investments and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and develop personalized financial plans.Make recommendations on...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and develop personalized financial plans.Make recommendations on...


  • Halifax, Nova Scotia, Canada 9605 GSK Services Sp z o.o. Full time

    Job Title: Financial Reporting SpecialistWe are seeking an experienced Financial Reporting Specialist to join our Close and Control team in the Commercial Market. As a key member of our team, you will play a crucial role in ensuring accurate and timely financial transactions.Key Responsibilities:Provide financial activities during the monthly cycle to ensure...


  • Halifax, Nova Scotia, Canada 9605 GSK Services Sp z o.o. Full time

    Job Title: Financial Reporting SpecialistWe are seeking an experienced Financial Reporting Specialist to join our Close and Control team in the Commercial Market. As a key member of our team, you will play a crucial role in ensuring accurate and timely financial transactions.Key Responsibilities:Provide financial activities during the monthly cycle to ensure...


  • Halifax, Nova Scotia, Canada 9605 GSK Services Sp z o.o. Full time

    Job Title: Financial Reporting SpecialistWe are seeking an experienced Financial Reporting Specialist to join our Close and Control team in the Commercial Market. As a key member of our team, you will play a crucial role in ensuring accurate and timely financial reporting.Key Responsibilities:Provide financial activities during the monthly cycle to ensure...


  • Halifax, Nova Scotia, Canada 9605 GSK Services Sp z o.o. Full time

    Job Title: Financial Reporting SpecialistWe are seeking an experienced Financial Reporting Specialist to join our Close and Control team in the Commercial Market. As a key member of our team, you will play a crucial role in ensuring accurate and timely financial reporting.Key Responsibilities:Provide financial activities during the monthly cycle to ensure...


  • Halifax, Nova Scotia, Canada Government of Nova Scotia Full time

    About the RoleThe Government of Nova Scotia is seeking a highly skilled Financial Services Specialist to join our team. As a key member of our Operational Accounting Division, you will be responsible for receiving, registering, and depositing revenues and expenditure refunds. You will also verify that funds are negotiable, prepare daily bank deposits, and...

  • Financial Advisor

    3 weeks ago


    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe 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...

  • Financial Advisor

    3 weeks ago


    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe 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...

  • Financial Advisor

    1 month ago


    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Financial Consultant Job DescriptionMarkham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to achieve those goals.Key...