Financial Planning Specialist

4 weeks ago


Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

Capture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement financial plans for clients. Key responsibilities include advising on trust account investments, identifying clients' financial goals and objectives, and analyzing clients' financial records. The successful candidate will also have excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues. If you have a passion for financial planning and a strong desire to succeed in a dynamic and fast-paced environment, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
  • Develop and implement financial plans for clients
  • Advise on trust account investments
  • Analyze clients' financial records
  • Identify clients' financial goals and objectives
  • Develop financial plans for clients
Requirements:
  • Bachelor's degree or equivalent experience
  • Excellent communication and interpersonal skills
  • Ability to work effectively with clients and colleagues
  • Strong background in financial planning and analysis
What We Offer:
  • A dynamic and fast-paced work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


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