Financial Planning Specialist
3 weeks ago
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 of experience in a related field. They will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.
The Financial Planning Specialist will also be responsible for developing financial plans for clients, making recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning, and administering estate, personal, charitable, corporate and other types of trusts.
Additionally, the successful candidate will have excellent interpersonal skills, initiative, and judgement, and will be able to work effectively as part of a team.
To be considered for this role, please ensure you have previous experience in this field of employment and a strong understanding of financial planning principles.
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Financial Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob 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...
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe 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 ResponsibilitiesAdvise clients on trust account investments and develop personalized financial...
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe 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...
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Financial Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe 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...
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Financial Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob 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...
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob 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...
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAt 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....
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Senior Financial Planning Specialist
1 day ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob OverviewWe are seeking a highly skilled and experienced Senior Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.
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Senior Financial Planning Specialist
1 day ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob SummaryWe are seeking a skilled Senior Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a key member of our financial services department, you will be responsible for providing expert advice on trust account investments and developing personalized financial plans for clients.About the RoleSalary: $85,000 -...
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Financial Planning Specialist
2 months ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob 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...
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Financial Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada The Orb Factory Full timeThe 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...
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada The Orb Factory Full timeJob 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...
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Royal Trust Corporation of Canada Full timeJob 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...
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Senior Financial Planning Professional
4 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout Markham Centre Financial Services Inc.We are a leading financial services firm providing expert advice and guidance to individuals, families, and businesses in achieving their financial goals.As a Senior Financial Planning Professional, you will play a key role in delivering high-quality financial planning services to our clients.
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Financial Planning Specialist
2 months ago
Halifax, Nova Scotia, Canada Government of Nova Scotia Full timeAbout 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...
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Financial Services Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeFinancial 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...
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Financial Operations Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Alliance Trade & Commerce Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Alliance Trade & Commerce. The successful candidate will be responsible for managing financial records, preparing cheques for payroll, and maintaining general ledgers and financial statements.Key ResponsibilitiesCalculate and prepare cheques for payrollKeep...
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Financial Management Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Alliance Trade & Commerce Full timeWe are seeking a highly skilled Financial Management Specialist to join our team at Alliance Trade & Commerce. As a key member of our finance department, you will be responsible for managing our financial records, preparing cheques for payroll, and maintaining general ledgers and financial statements.The ideal candidate will have a Bachelor's degree and 2...
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Estate Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAs an Estate Planning Specialist at Scotiabank, you will play a key role in delivering estate planning services and solutions to High Net Worth (HNW) clients. Your primary responsibility will be to partner with Scotiabank advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will also be responsible for...
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Estate Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAs an Estate Planning Specialist at Scotiabank, you will play a key role in delivering high-quality estate planning services to our High Net Worth (HNW) clients. Your primary responsibility will be to partner with our advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will add value by providing estate and...