Financial Planning Specialist
4 weeks ago
At 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. Additionally, the successful candidate will have excellent interpersonal skills, initiative, and judgement.
Key Responsibilities:
- Advise on trust account investments
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
Requirements:
- Bachelor's degree
- 2 years of experience in the field
- Efficient interpersonal skills
- Initiative
- Judgement
Work Environment:
- Permanent position
- 35 hours per week
- English language
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