Financial Planning Specialist

2 weeks ago

Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time
About the Role

Capture Accountants Ltd. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Advisor - Investment Expert, you will be responsible for 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, helping them make informed decisions about their financial portfolios.
  • Financial Analysis: Analyze clients' financial records and provide recommendations for improving their financial health.
  • Trust Administration: Administer trusts, including direct trust account investments, receiving and recording investment income, and disbursing trust funds.
  • Financial Statement Audits: Assist in the planning and execution of financial statement audits.
  • Computer and Technology Knowledge: Proficient in QuickBooks and MS Office.
  • Area of Specialization: Financial planning and accounting.
  • Work Conditions and Physical Capabilities: Ability to work under tight deadlines and maintain attention to detail.
  • Personal Suitability: Accurate, efficient interpersonal skills, excellent oral communication, and organized.
  • Experience: 1 year to less than 2 years of experience in a related field.
Requirements
  • Bachelor's degree or equivalent experience.
  • Permanent employment.
  • English language proficiency.
  • 40 to 44 hours per week.

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