Financial Planning Specialist

2 weeks ago


Calgary, Alberta, Canada YK Freightways Inc Full time
Financial Planning Specialist

YK Freightways Inc is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.

Key Responsibilities:
  • Evaluate financial risk and develop strategies to mitigate it
  • Use portfolio management software to analyze and optimize investment portfolios
  • Collect and analyze financial and investment information about companies, stocks, bonds, and other investments
  • Prepare company, industry, and economic outlooks, analytical reports, briefings notes, and correspondence
  • Advise on and participate in the financial aspects of contracts and calls for tender
  • Analyze investment projects and plan short- and long-term cash flows
  • Develop risk management plans and prepare a regular risk profile for debt portfolios
Requirements:
  • Bachelor's degree in a relevant field
  • 1 to less than 7 months of experience in a related field
  • Permanent employment
  • 40 hours per week
  • English language


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