Financial Planning Specialist

1 month ago

Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

{"h2": "Job Summary", "p": "At Capture Accountants Ltd., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.

Responsibilities:", "ul": [{"li": "Provide financial planning and advisory services to clients, including investment planning, retirement planning, and estate planning."}, {"li": "Analyze clients\u2019 financial records and develop personalized financial plans to help them achieve their goals."}, {"li": "Identify clients\u2019 financial needs and provide recommendations on cash management, insurance coverage, and investment planning."}, {"li": "Assist clients in the planning and execution of financial statement audits."}, {"li": "Administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, receive and record investment income, and disburse trust funds."}, {"li": "Negotiate mortgage loans and make applications for mortgage to lenders or lending institutions on behalf of clients."}, {"li": "Prepare offering prospectuses for new issues of stocks and bonds."}, {"li": "Negotiate with corporations and government to determine the type and terms of new securities issues."}, {"li": "Arrange for the sale of financial products and investments."}, {"li": "Underwrite new issues of stocks and bonds."}], "h2": "Requirements", "ul": [{"li": "Bachelor\u2019s degree in a related field, such as finance, accounting, or economics."}, {"li": "1 year to less than 2 years of experience in a related field, or equivalent experience."}, {"li": "Excellent communication and interpersonal skills."}, {"li": "Ability to work under tight deadlines and maintain attention to detail."}, {"li": "Proficiency in QuickBooks and MS Office."}, {"li": "Knowledge of financial planning and advisory services, including investment planning, retirement planning, and estate planning."}, {"li": "Ability to analyze financial records and develop personalized financial plans."}, {"li": "Ability to identify clients\u2019 financial needs and provide recommendations on cash management, insurance coverage, and investment planning."}], "h2": "What We Offer", "p": "At Capture Accountants Ltd., we offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application today"}

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