Financial Advisor
5 days ago
We are seeking a skilled Financial Planner to join our team at 2789590 Ontario Inc. as a key member of our financial services department.
Job SummaryThe successful candidate will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs.
Key Responsibilities- Advise clients on investment options and develop personalized financial plans
- Conduct financial analysis and provide recommendations on cash management, insurance coverage, and investment planning
- Supervise staff and ensure the delivery of high-quality financial services
- Assist in the planning and execution of financial statement audits
- Stay up-to-date with industry developments and best practices in financial planning
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- 1 year to less than 2 years of experience in a related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a team environment
- 40 hours per week
- Work Term: Permanent
- Work Language: English
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