Financial Planning Specialist

4 weeks ago


Edmonton, Alberta, Canada ALBERTA INC Full time

At ALBERTA INC, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3 years to less than 5 years of experience in the financial industry.

The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans. They will also arrange for the sale of financial products and investments, ensuring that clients' needs are met.

In addition to their technical skills, the Financial Planning Specialist must possess excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.

The successful candidate will have completed the Canadian Securities Course (CSC) and the Canadian Institute of Financial Planning Course. They will also have a strong understanding of work conditions and physical capabilities, including a large caseload and the ability to work 32 hours per week.

We offer a permanent position with a competitive salary and benefits package. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.



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