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Financial Planning Specialist

2 months ago

Toronto, Ontario, Canada Kismet Wealth Group Corporation Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at Kismet Wealth Group Corporation. As a key member of our team, you will be responsible for providing expert financial planning services to our clients.

Key Responsibilities
  • Client Needs Assessment: Identify clients' financial goals and objectives, and develop personalized financial plans to achieve them.
  • Financial Analysis: Analyze clients' financial records to provide recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Plan Implementation: Develop and implement financial plans for clients, including underwriting new issues of stocks and bonds.
  • Professional Development: Stay up-to-date with industry developments and best practices by completing courses such as the Canadian Securities Course (CSC) and the Canadian Institute of Financial Planning Course.
Requirements
  • Education: Bachelor's degree in a related field.
  • Work Experience: Will train, but must have a strong understanding of financial planning principles and practices.
  • Language: Fluency in English.
  • Work Setting: Urban area, investment firm, insurance company, real estate company, or private company.
What We Offer
  • Competitive Salary: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for professional growth and development.
  • Collaborative Team Environment: A collaborative and dynamic team environment.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your application.