Senior Financial Planner

1 week ago


Timmins, Ontario, Canada Ontario Inc Full time
Job Title: Senior Financial Planner

At Ontario Inc, we are seeking a highly skilled Senior Financial Planner to join our team. In this role, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

**Key Responsibilities:**

  • Identify clients' financial goals and objectives
  • Supervise staff to ensure excellent customer service
  • Analyze clients' financial records to provide expert advice
  • Develop financial plans tailored to clients' needs
  • Recommend cash management, insurance coverage, investment planning, retirement, and estate planning strategies
  • Arrange for the sale of financial products and investments
  • Assist in the planning and execution of financial statement audits


**Work Conditions and Physical Capabilities:**

  • Attention to detail is crucial in this role


**Personal Suitability:**

  • Accurate record-keeping is essential
  • Dependability and a strong work ethic are required
  • Excellent interpersonal and communication skills are necessary
  • Initiative and a proactive approach are expected
  • Interpersonal awareness and judgement are key
  • Organized and a team player, with a commitment to due diligence


**Experience:**

  • 1 year to less than 2 years of experience in a related field
  • Permanent employment, with a 40-hour workweek
  • Language of work: English


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