Financial Planning Specialist

6 days ago


Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time
Job Title: Financial Consultant

We are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.

Key Responsibilities:
  • Advise clients on trust account investments and identify their financial goals and objectives.
  • Analyze clients' financial records and develop personalized financial plans.
  • Make recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, and receive and record investment income and disburse trust funds.
  • Assist in the planning and execution of financial statement audits.
Requirements:
  • Efficient interpersonal skills and initiative.
  • Judgement and ability to work as a team player.
  • Previous experience in the field of employment and a Bachelor's degree.
  • 2 years to less than 3 years of experience in a similar role.
  • Permanent employment with 35 hours per week and English as the primary language of work.


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