Financial Planning Specialist

4 weeks ago


Calgary, Alberta, Canada J&H Financial Corp Full time
Financial Consultant Job Description

We are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:
  • Financial Planning: Develop financial plans for clients, including cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations.
  • Client Communication: Communicate with clients to understand their financial goals and objectives, and provide regular updates on their financial plans.
Requirements:
  • Education: Bachelor's degree in a related field.
  • Experience: 1 year to less than 2 years of experience in the insurance industry.
  • Skills: MS Office, financial planning, wealth management, accounting.
Benefits:
  • Health Benefits: Dental plan, vision care benefits.
  • Other Benefits: Team building opportunities, parking available.

We offer a competitive salary and benefits package, as well as 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.



  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. 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.Key...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Planning SpecialistJ&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the insurance industry.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and wealth management.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a strong background in financial planning, wealth management, and insurance industry expertise.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    J&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. 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 1 year of experience in the...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading financial services company dedicated to providing expert advice and guidance to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading financial services company dedicated to providing expert advice and guidance to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading financial services company dedicated to providing expert financial guidance to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading financial services company dedicated to providing expert financial guidance to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading insurance company dedicated to providing exceptional financial services to our clients. Our team of experts is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading insurance company dedicated to providing exceptional financial services to our clients. Our team of experts is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be...


  • Calgary, Alberta, Canada Leach Financial Full time

    Job DescriptionLeach Financial Services is a leading financial services company based in Calgary, Alberta, offering a range of financial and advisory services to clients in the region with flexibility for remote work.Role OverviewThis is a full-time hybrid role for a Financial Analyst at Leach Financial Services. The successful candidate will be responsible...


  • Calgary, Alberta, Canada Leach Financial Full time

    Job DescriptionLeach Financial Services is a leading financial services company based in Calgary, Alberta, offering a range of financial and advisory services to clients in the region with flexibility for remote work.Role OverviewThis is a full-time hybrid role for a Financial Analyst at Leach Financial Services. The successful candidate will be responsible...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning SpecialistYK Freightways Inc is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.Key...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...