Financial Planning Specialist

19 hours ago

Calgary, Alberta, Canada J&H Financial Corp Full time
Job Title: Financial Consultant

We are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:
  • Financial Planning: Develop financial plans for clients, including cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations.
  • Client Communication: Communicate with clients to understand their financial goals and objectives, and provide regular updates on their financial plans.
Requirements:
  • Education: Bachelor's degree in a related field.
  • Experience: 1 year to less than 2 years of experience in the financial industry.
  • Skills: MS Office, financial planning, wealth management, accounting.
Benefits:
  • Health Benefits: Dental plan, vision care benefits.
  • Other Benefits: Team building opportunities, parking available.
Language:

English

Work Hours:

40 hours per week

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