Financial Advisor

4 weeks ago


Calgary, Alberta, Canada J&H Financial Corp Full time

Minimum Qualifications:

  • Education: Bachelor's degree in Finance or related field
  • Experience: 1 to 2 years in financial services
Work Environment:
  • Financial services firm
Key Responsibilities:
  • Assess clients' financial aspirations and objectives
  • Review and interpret clients' financial documentation
  • Create tailored financial strategies for clients
  • Provide guidance on cash flow management, insurance options, investment strategies, retirement planning, and estate management
Technical Skills:
  • Proficient in MS Office Suite
Specialization Areas:
  • Financial strategy development
  • Asset management
  • Accounting principles
Work Conditions:
  • Dynamic and fast-paced environment
  • Ability to work under pressure
  • Manage tight deadlines
  • Strong attention to detail
Personal Attributes:
  • Detail-oriented
  • Reliable
  • Strong interpersonal skills
  • Awareness of interpersonal dynamics
  • Highly organized
  • Collaborative team member
  • Thoroughness in tasks
Health Benefits:
  • Comprehensive dental coverage
  • Vision care options
Additional Benefits:
  • Opportunities for team development
  • Parking facilities available
  • Employment Type: Permanent
  • Language of Work: English
  • Work Hours: 40 hours per week


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