Financial Planning Specialist

4 weeks ago


Markham, Ontario, Canada LSG Partners Full time

Job Title: Financial Planning Specialist

Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at LSG Partners. The successful candidate will be responsible for evaluating financial risk, collecting and analyzing financial and investment information, and providing investment advice to clients.

Key Responsibilities:

  • Evaluate financial risk and provide recommendations to clients
  • Collect and analyze financial and investment information
  • Provide investment advice and recommendations to clients
  • Assist in preparing operating and investment budgets
  • Plan short- and long-term cash flows and assess financial performance

Requirements:

  • 3 years to less than 5 years of experience in financial planning and analysis
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment


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