Financial Services Specialist

4 weeks ago


Timmins, Ontario, Canada Ontario Inc Full time

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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