Financial Planning Specialist

9 hours ago

Calgary, Alberta, Canada J&H Financial Corp Full time
Financial Consultant Job Description

We are seeking a skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique needs and circumstances.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for optimizing their financial situation.
  • Client Communication: Communicate effectively with clients to understand their financial goals and objectives, and to provide regular updates on their financial progress.
  • Team Collaboration: Work closely with our team of financial experts to ensure that clients receive comprehensive and coordinated financial advice.
Requirements:
  • Education: Bachelor's degree in a relevant field, such as finance or accounting.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Benefits:
  • Competitive Salary: A competitive salary and benefits package, including dental plan, vision care benefits, and team building opportunities.
  • Professional Development: Opportunities for professional development and growth within the company.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Consultant looking for a new challenge, please submit your application.

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