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Financial Planning Specialist

1 month ago

Burlington, Ontario, Canada Co-operators Full time

The Opportunity:

We are a leading Canadian financial services co-operative seeking a skilled Financial Planning Specialist to join our team.

As a Financial Planning Specialist, you will be responsible for providing financial planning and analysis support to our clients.

Key Responsibilities:

* Provide financial planning and analysis support to clients
* Develop and implement financial plans and strategies
* Analyze financial data and provide recommendations
* Collaborate with cross-functional teams to achieve business objectives

Requirements:

* Bachelor's degree in Finance or related field
* 2+ years of experience in financial planning and analysis
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills

What We Offer:

* Competitive salary and benefits package
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.