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Financial Services Specialist
2 months ago
Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial advice to clients, analyzing their financial records, and developing personalized financial plans.
Key Responsibilities:- Advise clients on trust account investments and identify their financial goals and objectives.
- Analyze clients' financial records and develop financial plans tailored to their needs.
- Make recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
- Administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, and receive and record investment income and disburse trust funds.
- Assist in the planning and execution of financial statement audits.
- Bachelor's degree in a relevant field.
- 2 years to less than 3 years of experience in the field.
- Efficient interpersonal skills, initiative, judgment, and ability to work as a team player.
- Permanent work term.
- English language required.
- 35 hours per week.
