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Financial Planning Specialist

4 weeks ago

Timmins, Ontario, Canada Ontario Inc. Full time

Job Summary

At Ontario Inc., we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing personalized financial plans.

Key Responsibilities

  • Advise clients on investment strategies and options
  • Conduct financial needs assessments and develop tailored financial plans
  • Supervise and support junior team members
  • Analyze client financial records and provide recommendations
  • Collaborate with cross-functional teams to deliver exceptional client service

Requirements

  • College diploma or equivalent in a related field
  • 1-2 years of experience in a financial services role
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

What We Offer

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package