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Financial Planning Specialist
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Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist 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 identify their...
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Financial Planning Specialist
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Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist 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...
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Financial Planning Specialist
2 months ago
We are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.
Key Responsibilities- Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.
- Investment Advice: Provide expert investment advice to clients, including portfolio management, asset allocation, and investment product selection.
- Trust Administration: Administer trusts, including receiving and recording investment income and disbursements.
- Financial Analysis: Analyze clients' financial records and provide recommendations for improving their financial health.
- Client Communication: Communicate effectively with clients to understand their needs and provide regular updates on their financial plans.
- Education: Bachelor's degree in a related field, such as finance, accounting, or economics.
- Experience: 2 years to less than 3 years of experience in a related field.
- Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work independently and as part of a team.
- Efficient Interpersonal Skills: Ability to build strong relationships with clients and colleagues.
- Initiative: Proactive approach to identifying and addressing client needs.
- Judgement: Ability to make sound financial decisions and recommendations.
- Team Player: Willingness to collaborate with colleagues to achieve team goals.
