Financial Services Consultant

4 weeks ago


Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

At ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in financial planning. Key responsibilities include analyzing clients' financial records, developing financial plans, and making recommendations on cash management, insurance coverage, and investment planning. The successful candidate will work under pressure and have strong attention to detail.

As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans. You will also make recommendations on investment planning, retirement, and estate planning. The ideal candidate will have a strong understanding of financial markets and be able to work under pressure.

We are looking for a Wealth Management Advisor to join our team at ALLTIME INVESTMENTS INC. The successful candidate will have a Bachelor's degree and 2 years of experience in financial planning. Key responsibilities include analyzing clients' financial records, developing financial plans, and making recommendations on cash management, insurance coverage, and investment planning. The ideal candidate will have strong attention to detail and be able to work under pressure.



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