Financial Planning Professional
5 days ago
We are seeking a skilled Financial Planning Professional to join our team at Ontario Inc. in [Location]. This is a rewarding opportunity for a motivated individual to excel in a dynamic environment.
Job Description:Company Overview:
As a leading organization in the industry, we offer a competitive compensation package and a collaborative work environment that fosters growth and development.
Salary: We offer an attractive salary of $60,000 - $80,000 per year, depending on experience.
Job Responsibilities:
- Advise clients on trust account investments and identify their financial goals and objectives.
- Supervise staff and analyze clients' financial records.
- Develop comprehensive financial plans for clients and make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.
- Arrange for the sale of financial products and investments, and assist in the planning and execution of financial statement audits.
Required Skills and Qualifications:
- Degree from a college, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.
- At least 1 year of experience in a similar role.
Benefits:
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
- A dynamic and supportive work environment.
Others:
- Work hours: 40 hours per week.
- Language: English.
- Durée de l'emploi: Permanent.
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Financial Planning Specialist
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Financial Planning Specialist
4 weeks ago
Timmins, Ontario, Canada Ontario Inc. Full timeJob SummaryAt Ontario Inc., we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing personalized financial plans.Key ResponsibilitiesAdvise clients...
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