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Financial Advisor

1 month ago

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

Join Markham Centre Financial Services Inc. as a Financial Consultant and take on a challenging role that requires expertise in financial planning, investment management, and estate administration.

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, receive and record investment income, and disburse trust funds.
  • Assist in the planning and execution of financial statement audits.
Requirements:
  • Bachelor's degree in a relevant field.
  • 2 years to less than 3 years of experience in the field.
  • Efficient interpersonal skills, initiative, judgment, and ability to work as a team player.
Working Conditions:
  • Permanent position.
  • 35 hours per week.
  • English language required.