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Financial Advisory Specialist

1 month ago

Calgary, Alberta, Canada J&H Financial Corp Full time
Position Overview

As a Financial Advisory Specialist at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will be instrumental in providing tailored financial solutions.

Qualifications
  • Education: Bachelor's degree required
  • Experience: 1 to 2 years in a relevant field
Work Environment

This position is based in an insurance firm, offering a dynamic and fast-paced atmosphere.

Key Responsibilities
  • Assess clients' financial objectives and aspirations
  • Review and interpret clients' financial documentation
  • Create customized financial strategies for clients
  • Provide insights on cash flow management, insurance options, investment strategies, retirement planning, and estate management
Technical Skills
  • Proficient in MS Office
Specialization Areas
  • Financial planning
  • Wealth management
  • Accounting services
Work Conditions
  • Ability to thrive in a fast-paced environment
  • Capable of working under pressure and meeting tight deadlines
  • Strong attention to detail is essential
Personal Attributes
  • Accuracy and dependability
  • Excellent interpersonal skills
  • Organizational skills and teamwork
  • Commitment to due diligence
Benefits
  • Health Benefits: Includes dental and vision care
  • Additional Perks: Opportunities for team building and available parking

This is a permanent position requiring a commitment of 40 hours per week. The work language is English.