Financial Planning Specialist

3 weeks ago


Edmonton, Alberta, Canada ALBERTA INC Full time

At ALBERTA INC, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3-4 years of experience in financial planning. Key responsibilities include:

Key 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
  • Certified Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning Course
Work Environment
  • Permanent position
  • English language required
  • 32 hours per week


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