Financial Planning Associate

1 week ago

Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time
Job Summary

We are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, objectives, and financial situations.
  • Trust Account Management: Oversee the management of trust accounts, ensuring that all financial transactions are accurately recorded and reported.
  • Client Communication: Provide exceptional client service, communicating effectively with clients to understand their needs and concerns.
  • Team Collaboration: Work closely with our team of financial professionals to ensure seamless delivery of financial services.
Requirements
  • Education: Bachelor's degree in a related field.
  • Experience: 1 year to less than 2 years of experience in a financial planning or advisory role.
  • Skills: Excellent analytical and problem-solving skills, with the ability to work in a fast-paced environment.
Work Environment

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

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