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Financial Planning Associate

2 months ago

Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time
Job Summary

We are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, objectives, and financial situations.
  • Trust Account Management: Supervise and manage trust accounts, ensuring accurate and timely financial reporting and compliance with regulatory requirements.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Team Collaboration: Work closely with our team of financial professionals to achieve business objectives and deliver high-quality services to clients.
Requirements
  • Education: Bachelor's degree in a relevant field, such as finance, accounting, or business.
  • Experience: 1 year to less than 2 years of experience in a financial planning or advisory role.
  • Skills: Excellent analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Work Environment: Fast-paced environment with tight deadlines, requiring strong attention to detail and organizational skills.
What We Offer
  • Competitive Salary: A competitive salary and benefits package, including a comprehensive health and wellness program.
  • Opportunities for Growth: Opportunities for professional growth and development, with a focus on career advancement and leadership development.
  • Collaborative Work Environment: A collaborative and dynamic work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.