Financial Advisor

4 weeks ago


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

Ontario Inc. is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to achieve those goals.

Key Responsibilities:
  • Advise clients on trust account investments and develop financial plans to achieve their goals.
  • Identify clients' financial goals and objectives and provide recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Supervise staff and ensure that all financial plans are implemented effectively.
  • Analyze clients' financial records and provide recommendations on financial planning and investment strategies.
  • Make recommendations on financial products and investments and arrange for their sale.
  • 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 in a related field.
  • Permanent employment.
  • English language proficiency.
  • 40 hours per week.

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