Senior Financial Strategist

3 weeks ago


Calgary, Alberta, Canada J&H Financial Corp Full time
  1. Financial Planning Role
  2. The ideal candidate will possess a Bachelor's degree in a relevant field and have 1-2 years of experience in the financial industry.
  3. Key Responsibilities
  4. Identify clients' financial goals and objectives through in-depth analysis of their financial records.
  5. Develop and implement customized financial plans to help clients achieve their goals.
  6. Provide expert advice on cash management, insurance coverage, investment planning, and retirement and estate planning.
  7. Requirements
  8. Proficiency in MS Office and excellent interpersonal skills are essential for success in this role.
  9. Benefits
  10. J&H Financial Corp offers a fast-paced and dynamic work environment, with a 40-hour workweek and opportunities for professional growth.
  11. Language and Work Conditions
  12. Fluency in English is required, and the ideal candidate should be comfortable working in a fast-paced environment with tight deadlines.
  13. Apply Now
  14. For more information or to apply, please contact J&H Financial Corp's HR department.


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