Strategic Financial Consultant for Long-Term Growth

6 days ago


Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time
Job Description

We are seeking a skilled Financial Planner, Investment Retirement Planning to join our team at Markham Centre Financial Services Inc.

Key Responsibilities
  1. Advise clients on trust account investments to optimize their long-term financial goals.
  2. Analyze clients' financial records to identify areas for improvement and develop personalized financial plans.
  3. Develop and implement financial strategies to help clients achieve their objectives, including cash management, insurance coverage, investment planning, and estate planning.
  4. Administer trusts, direct trust account investments, and receive and record investment income and disburse trust funds in a timely and accurate manner.
  5. Assist in the planning and execution of financial statement audits to ensure compliance with regulatory requirements.
Requirements
  1. A bachelor's degree is required for this role.
  2. 2-3 years of experience in a related field is preferred.
  3. Excellent interpersonal skills, initiative, judgement, and teamwork skills are essential for success in this position.
  4. The ability to work independently and as part of a team is also crucial.
Benefits

This is a permanent position offering 35 hours of work per week. The work language is English, and the salary range for this position is approximately $65,000-$85,000 per year based on industry standards and location.

Working Conditions

The ideal candidate will have a strong understanding of financial planning principles and practices, excellent analytical and problem-solving skills, and the ability to communicate complex financial information effectively.



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