Financial Services Professional

2 weeks ago


Timmins, Ontario, Canada Ontario Inc. Full time

At Ontario Inc., we are seeking a highly skilled Financial Services Professional to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to advise clients on trust account investments and identify their financial goals and objectives.

The successful candidate will be responsible for supervising staff, analyzing clients' financial records, and developing financial plans that meet their needs. They will also be responsible for making recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.

Additionally, the Financial Services Professional will be responsible for arranging for the sale of financial products and investments, and assisting in the planning and execution of financial statement audits. If you have a strong understanding of financial concepts and excellent communication skills, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Advise clients on trust account investments
  • Identify clients' financial goals and objectives
  • Supervise staff
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning
  • Arrange for sale of financial products and investments
  • Assist in the planning and execution of financial statement audits

Requirements:

  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • 1 year to less than 2 years of experience
  • Permanent employment
  • English as the primary language of work
  • 40 hours per week


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