Financial Planner

4 weeks ago

Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time
Financial Advisor Role at Capture Accountants Ltd.

We are seeking a skilled Financial Advisor to join our team at Capture Accountants Ltd. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations and goals.
  • Investment Advice: Provide expert investment advice to clients, including trust account investments and other financial products.
  • Financial Analysis: Analyze clients' financial records and provide recommendations for improving their financial health.
  • Client Communication: Communicate effectively with clients to understand their financial needs and goals, and to provide regular updates on their financial progress.
  • Administrative Tasks: Administer estate, personal, charitable, corporate, and other types of trusts, and direct trust account investments.
Requirements:
  • Education: Bachelor's degree in a relevant field.
  • Experience: 1 year to less than 2 years of experience in a related field, or equivalent experience.
  • Skills: QuickBooks, MS Office, and excellent communication and interpersonal skills.
Work Environment:

As a Financial Advisor at Capture Accountants Ltd., you will work in a dynamic and supportive team environment. You will have the opportunity to work with a diverse range of clients and to develop your skills and expertise in financial planning and advice.

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.

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