Financial Advisor

1 month ago


Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time
Financial Consultant Job Description

Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to achieve those goals.

Key Responsibilities:
  • Advise clients on trust account investments and develop financial plans to achieve their goals.
  • Identify clients' financial goals and objectives and analyze their financial records to determine the best course of action.
  • Develop and implement financial plans for clients, including cash management, insurance coverage, investment planning, and retirement and estate planning.
  • Administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, receive and record investment income, and disburse trust funds.
  • Assist in the planning and execution of financial statement audits.
Requirements:
  • 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.
Working Conditions:
  • Permanent position.
  • 35 hours per week.
  • English language required.


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