Financial Advisor
4 weeks ago
Markham Centre Financial Services Inc. is seeking a highly skilled Financial Consultant to join our team.
Job Description:We are looking for a detail-oriented and organized individual to assist in the planning and execution of financial statement audits, administer estate, personal, charitable, corporate and other types of trusts, and direct trust account investments. The ideal candidate will have a strong understanding of financial records and be able to analyze and develop financial plans for clients.
Responsibilities:- Advise clients on trust account investments and identify their financial goals and objectives.
- Analyze clients' financial records and develop financial plans.
- 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.
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.
- 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 ability to work as a team player.
- Permanent position.
- 35 hours per week.
- English language required.
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