Financial Planning Specialist

3 weeks ago


Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

Job Summary: We are seeking a highly skilled Financial Planning Specialist 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 Responsibilities:

  • Advise clients on trust account investments and identify their financial goals and objectives.
  • Analyze clients' financial records and develop financial plans tailored to their needs.
  • 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 related field.
  • 2 years to less than 3 years of experience in the field.
  • Permanent employment.
  • English language proficiency.
  • 35 hours per week.


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