Financial Services Professional
4 weeks ago
At Ontario Inc, we are seeking a skilled Financial Services Professional to join our team. The ideal candidate will have a strong background in education and experience in the financial services industry.
The Financial Services Professional will be responsible for identifying clients' financial goals and objectives, supervising staff, analyzing clients' financial records, and developing financial plans for clients.
The successful candidate will possess excellent oral and written communication skills, be able to work independently, and have a strong attention to detail.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
Key Responsibilities:
- Identify clients' financial goals and objectives
- Supervise staff
- Analyze clients' financial records
- Develop financial plans for clients
Requirements:
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- 1 year to less than 2 years of experience in the financial services industry
- Permanent position
- 40 hours per week
Language: English
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Financial Services Professional
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