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Financial Services Specialist
2 months ago
We are seeking a highly skilled Financial Planner to join our team at 2789590 Ontario Inc. as a key member of our financial services department.
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 advice on trust account investments, ensuring that clients' assets are managed effectively and efficiently.
- Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored financial solutions.
- Team Leadership: Supervise and mentor junior team members, providing guidance and support to ensure the success of the team.
- Financial Analysis: Analyze clients' financial records to identify areas for improvement and develop strategies to optimize their financial performance.
- Business Development: Identify new business opportunities and develop strategies to expand our client base and increase revenue.
- Education: A college, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years.
- Experience: 1 year to less than 2 years of experience in a related field.
- Language: Fluency in English.
- Work Hours: 40 hours per week.
