Financial Planning Specialist

2 weeks ago


Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals, and developing financial plans.

Key Responsibilities
  • Advise clients on trust account investments and develop financial plans to meet their goals
  • Identify and analyze clients' financial records to provide informed recommendations
  • Administer estate, personal, and corporate trusts, and manage trust account investments
  • Assist in the planning and execution of financial statement audits
Requirements
  • Bachelor's degree in a related field
  • 2 years of experience in financial planning or a related field
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team


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