Financial Planning Specialist

4 hours ago


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

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 and a passion for helping clients achieve their financial goals.

Key Responsibilities
  • Advise clients on trust account investments and develop personalized financial plans to meet their objectives.
  • Analyze clients' financial records and provide recommendations on cash management, insurance coverage, and investment planning.
  • Administer estate, personal, charitable, corporate, and other types of trusts, and manage trust account investments.
  • Assist in the planning and execution of financial statement audits.
Requirements
  • Bachelor's degree in a related field.
  • 2 years of experience in a similar role.
  • Excellent interpersonal skills, initiative, and judgment.
  • Ability to work effectively in a team environment.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


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