Financial Services Specialist
4 weeks ago
Job Title: Financial Services Specialist
Job Summary: We are seeking a highly skilled Financial Services Specialist to join our team at Ontario Inc. The ideal candidate will have a strong background in finance and be able to provide exceptional client service.
Key Responsibilities:
- Identify clients' financial goals and objectives
- Supervise staff
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Assist in the planning and execution of financial statement audits
Requirements:
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- 1 year to less than 2 years of experience
- Permanent employment
- 40 hours per week
- English as the primary language of work
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