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Financial Planning Specialist

2 months ago

Edmonton, Alberta, Canada 2463954 ALBERTA INC Full time

Financial Planning Specialist

At 2463954 ALBERTA INC, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans. You will also be responsible for arranging for the sale of financial products and investments.

Responsibilities:

* Identify clients' financial goals and objectives
* Analyze clients' financial records
* Develop financial plans for clients
* Arrange for sale of financial products and investments

Requirements:

* Bachelor's degree
* Canadian Securities Course (CSC)
* Canadian Institute of Financial Planning Course
* 3 years to less than 5 years of experience
* Permanent employment
* English language
* 32 hours per week

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.