Financial Planning Specialist
6 days ago
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.
- 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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Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients'...
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Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients'...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients'...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients'...
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Financial Planning Specialist
5 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeMarkham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...
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Financial Planning Specialist
3 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeMarkham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...
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Financial Planning Specialist
2 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeMarkham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...
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Financial Planning Specialist
2 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeMarkham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...
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Financial Planning Specialist
5 hours ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesAdvise clients on trust account investments and develop personalized financial...
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Financial Planning Specialist
2 hours ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesAdvise clients on trust account investments and develop personalized financial...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial...
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Financial Planning Specialist
7 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial...
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Financial Planning Specialist
7 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial...
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Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients' financial...
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Financial Planning and Forecasting Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Haleon Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning and Forecasting Specialist to join our European Planning & Forecasting Hub in Poznań or Warsaw.Key ResponsibilitiesPartner with in-market Finance Teams, Country Finance Manager, and other colleagues to create Forecasts, Plans, and Update exercises for Profit and Loss (P&L)...
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Financial Planning and Forecasting Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Haleon Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning and Forecasting Specialist to join our European Planning & Forecasting Hub in Poznań or Warsaw.Key ResponsibilitiesPartner with in-market Finance Teams, Country Finance Manager, and other colleagues to create Forecasts, Plans, and Update exercises for Profit and Loss (P&L)...
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Financial Planning Specialist
1 month ago
Halifax, Nova Scotia, Canada Government of Nova Scotia Full timeAbout the Government of Nova Scotia The Government of Nova Scotia is committed to providing exceptional financial governance and strategic policies that foster the province's growth. We oversee the financial operations of the province and deliver a range of fiscal and management services, including budget formulation, to ensure prudent governmental planning....
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Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Government of Nova Scotia Full timeAbout Our OpportunityThe Government of Nova Scotia is seeking a highly skilled Senior Financial Analyst to contribute to the fiscal sustainability of the Province by providing fiscal plan and forecast coordination services and support to the provincial corporate budgeting, fiscal planning and forecasting processes.Key ResponsibilitiesCompile, analyze and...
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Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Government of Nova Scotia Full timeAbout Our OpportunityThe Government of Nova Scotia is seeking a highly skilled Senior Financial Analyst to contribute to the fiscal sustainability of the Province by providing fiscal plan and forecast coordination services and support to the provincial corporate budgeting, fiscal planning and forecasting processes.Key ResponsibilitiesCompile, analyze and...