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Financial Services Specialist

2 months ago


Timmins, Ontario, Canada 2789590 Ontario Inc. Full time

2789590 Ontario Inc. is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs. You will also supervise staff, analyze clients' financial records, and make recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning. Additionally, you will arrange for the sale of financial products and investments, and assist in the planning and execution of financial statement audits. The ideal candidate will have a college education, 1-2 years of experience, and excellent attention to detail. This is a permanent position with a 40-hour workweek and English language requirements. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.