Financial Planning Specialist
1 month ago
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:- Financial Planning: Develop financial plans for clients, including cash management, insurance coverage, investment planning, and retirement and estate planning.
- Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for financial growth.
- Client Communication: Communicate with clients to understand their financial goals and objectives, and provide regular updates on their financial progress.
- Education: Bachelor's degree in a related field.
- Experience: 1 year to less than 2 years of experience in a related field.
- Skills: MS Office, financial planning, wealth management, accounting, and strong interpersonal skills.
- Health Benefits: Dental plan and vision care benefits.
- Other Benefits: Team building opportunities, parking available, and a permanent position with 40 hours per week.
English.
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Financial Planning Specialist
2 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key...
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Financial Planning Specialist
2 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Planning SpecialistJ&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the insurance industry.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and wealth management.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a strong background in financial planning, wealth management, and insurance industry expertise.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJ&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. 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 1 year of experience in the...
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Financial Planning Specialist
2 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial...
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Financial Planning Specialist
1 month ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe 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:Financial Planning:...
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Financial Planning Specialist
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Calgary, Alberta, Canada YK Freightways Inc Full timeFinancial Planning SpecialistYK Freightways Inc is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.Key...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe 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:Financial Planning: Develop...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe 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:Financial Planning: Develop...
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Financial Planning Specialist
1 month ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe 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:Financial Planning:...
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Financial Planning Specialist
1 month ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe 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:Financial Planning:...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe 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:Financial Planning:...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe 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:Financial Planning:...
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Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe 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:Financial Planning:...
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Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe 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:Financial Planning:...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada YK Freightways Inc Full timeFinancial Planning SpecialistYK Freightways Inc is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and planning, with the ability to evaluate financial risk and develop risk management plans.Key Responsibilities:Evaluate financial risk and develop strategies to...
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Financial Planning Specialist
2 weeks ago
Calgary, Alberta, Canada YK Freightways Inc Full timeFinancial Planning Specialist at YK Freightways IncWe are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...
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Financial Planning Specialist
2 weeks ago
Calgary, Alberta, Canada YK Freightways Inc Full timeFinancial Planning Specialist at YK Freightways IncWe are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...
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Financial Planning Specialist
2 weeks ago
Calgary, Alberta, Canada YK Freightways Inc Full timeFinancial Planning SpecialistAt YK Freightways Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...