Financial Planning Specialist

2 months ago

Calgary, Alberta, Canada J&H Financial Corp Full time
About J&H Financial Corp

We are a leading insurance company dedicated to providing exceptional financial services to our clients. Our team of experts is committed to helping individuals and families achieve their financial goals.

Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities
  • Financial Planning: Develop comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for optimizing their financial situation.
  • Client Communication: Communicate with clients to understand their financial needs and goals, and to provide regular updates on their financial progress.
  • Team Collaboration: Work closely with our team of financial experts to ensure that clients receive comprehensive and coordinated financial services.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, accounting, or economics.
  • Experience: 1 year to less than 2 years of experience in a related field, such as financial planning, wealth management, or accounting.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Benefits
  • Competitive Salary: A competitive salary and benefits package, including a dental plan and vision care benefits.
  • Opportunities for Advancement: Opportunities for career advancement and professional growth within our company.
  • Collaborative Work Environment: A collaborative and supportive work environment, with a team of experienced professionals who are dedicated to helping our clients achieve their financial goals.

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