Financial Planning Specialist

1 month ago


Calgary, Alberta, Canada J&H Financial Corp Full time
Job Title: Financial Consultant

We are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:
  • Conduct financial needs analysis to understand clients' financial situations and goals
  • Analyze financial data to identify areas for improvement and develop strategies for financial growth
  • Develop and implement financial plans to help clients achieve their financial objectives
  • Provide ongoing financial guidance and support to clients
Requirements:
  • Bachelor's degree in a related field, such as finance or accounting
  • 1-2 years of experience in the financial industry
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
Work Environment:

Our team is dedicated to providing exceptional service to our clients. As a Financial Consultant, you will work in a fast-paced environment with tight deadlines and a focus on delivering high-quality results.

Benefits:
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Comprehensive benefits package, including dental and vision care


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