Financial Planning Specialist

3 weeks ago

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

Join J&H Financial Corp as a Financial Consultant and take on a challenging role that requires expertise in financial planning, wealth management, and insurance industry knowledge.

Key Responsibilities:
  • Identify clients' financial goals and objectives, and develop personalized financial plans to achieve them.
  • Analyze clients' financial records to provide accurate and actionable recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Collaborate with clients to create and implement effective financial strategies that meet their unique needs and goals.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
Requirements:
  • Bachelor's degree in a relevant field, such as finance, accounting, or business administration.
  • 1-2 years of experience in a related field, preferably in the insurance industry.
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Excellent interpersonal and communication skills, with the ability to work effectively with clients and colleagues.
Benefits:
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
Language:

English

Work Hours:

40 hours per week

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