Financial Planning Specialist

1 week ago


Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.

Key Responsibilities
  • Advise clients on trust account investments and develop personalized financial plans
  • Analyze clients' financial records and identify areas for improvement
  • Make recommendations on cash management, insurance coverage, and investment planning
  • Administer estate and trust accounts, and receive and record investment income
Requirements
  • Bachelor's degree in a related field
  • 2 years of experience in financial planning or a related field
  • Excellent communication and interpersonal skills


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a Bachelor's degree and at least 2 years...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals, and developing financial plans.Key...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field.Key ResponsibilitiesAdvise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and identify their...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and develop personalized...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    At Markham Centre Financial Services Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals and objectives, and developing financial plans....


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and develop personalized financial plans.Make recommendations on...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and develop personalized financial plans.Make recommendations on...


  • Halifax, Nova Scotia, Canada The Orb Factory Full time

    The Orb Factory is seeking a skilled Financial Planning Specialist to join our team. As a key member of our operations team, you will be responsible for analyzing financial data, creating budgets, and providing recommendations to improve our financial performance.Key Responsibilities:Analyze financial data to identify trends and areas for improvementDevelop...


  • Halifax, Nova Scotia, Canada The Orb Factory Full time

    Job DescriptionThe Orb Factory is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our operations team, you will be responsible for analyzing financial data, creating budgets, and providing recommendations for cost savings and process improvements.Key ResponsibilitiesAnalyze financial data to identify trends and...


  • Halifax, Nova Scotia, Canada Royal Trust Corporation of Canada Full time

    Job Opportunity:As a Financial Planning Specialist at Royal Trust Corporation of Canada, you will play a crucial role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide expert knowledge on complex financial strategies, including tax planning, investment management, and estate planning.Key...


  • Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver comprehensive, tailored financial plans to High Net Worth (HNW) clients of RBC Wealth Management.What is the Opportunity?As an integral part of our team, you will be responsible for collaborating with our advisors to provide customized...


  • Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver comprehensive, tailored financial plans to High Net Worth (HNW) clients of RBC Wealth Management.What is the Opportunity?As an integral part of our team, you will be responsible for collaborating with our advisors to provide customized...


  • Halifax, Nova Scotia, Canada Government of Nova Scotia Full time

    About Our OpportunityThe Government of Nova Scotia is seeking a highly skilled Senior Financial Analyst to contribute to the fiscal sustainability of the Province by providing fiscal plan and forecast coordination services and support to the provincial corporate budgeting, fiscal planning and forecasting processes.Key ResponsibilitiesCompile, analyze and...


  • Halifax, Nova Scotia, Canada Government of Nova Scotia Full time

    About Our OpportunityThe Government of Nova Scotia is seeking a highly skilled Senior Financial Analyst to contribute to the fiscal sustainability of the Province by providing fiscal plan and forecast coordination services and support to the provincial corporate budgeting, fiscal planning and forecasting processes.Key ResponsibilitiesCompile, analyze and...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning, investment management, and estate planning.Key Responsibilities:Advise clients on trust account investments and develop financial plans to meet...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning, investment management, and estate planning.Key Responsibilities:Advise clients on trust account investments and develop financial plans to meet...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Financial Consultant RoleWe are seeking a skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.Key Responsibilities:Advise clients on...


  • Halifax, Nova Scotia, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    About Company 1 - The Manufacturers Life Insurance CompanyCompany 1 - The Manufacturers Life Insurance Company is a leading international financial services group dedicated to simplifying decisions and enhancing the lives of its clients. We offer a comprehensive range of financial advice, insurance, and wealth management solutions to individuals and...