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Financial Services Specialist

1 month ago

Timmins, Ontario, Canada Ontario Inc. Full time

Job Summary: We are seeking a skilled Financial Services Specialist to join our team at Ontario 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 financial goals and objectives.
  • Supervise staff and analyze clients' financial records to develop personalized financial plans.
  • Make recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Arrange for the sale of financial products and investments, and 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 with 40 hours per week.
  • Fluency in English.