Financial Planning Specialist
2 weeks ago
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
- 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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Financial Planning Specialist
5 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans...
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Financial Planning Specialist
7 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a Bachelor's degree and at least 2 years...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesAdvise clients on trust account investments and develop personalized financial...
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Financial Planning Specialist
7 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe 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 ResponsibilitiesAdvise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and...
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Financial Planning Specialist
4 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and identify their...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and develop personalized...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAt Markham Centre Financial Services Inc., we are seeking a skilled Financial Planning Specialist to join our team. 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 objectives, and developing financial plans....
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Financial Planning Specialist
2 months ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and develop personalized financial plans.Make recommendations on...
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Financial Planning Specialist
2 months ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and develop personalized financial plans.Make recommendations on...
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Financial Planning Specialist
4 days ago
Halifax, Nova Scotia, Canada The Orb Factory Full timeThe Orb Factory is seeking a skilled Financial Planning Specialist to join our team. As a key member of our operations team, you will be responsible for analyzing financial data, creating budgets, and providing recommendations to improve our financial performance.Key Responsibilities:Analyze financial data to identify trends and areas for improvementDevelop...
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Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada The Orb Factory Full timeJob DescriptionThe Orb Factory is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our operations team, you will be responsible for analyzing financial data, creating budgets, and providing recommendations for cost savings and process improvements.Key ResponsibilitiesAnalyze financial data to identify trends and...
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Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Royal Trust Corporation of Canada Full timeJob Opportunity:As a Financial Planning Specialist at Royal Trust Corporation of Canada, you will play a crucial role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide expert knowledge on complex financial strategies, including tax planning, investment management, and estate planning.Key...
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Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver comprehensive, tailored financial plans to High Net Worth (HNW) clients of RBC Wealth Management.What is the Opportunity?As an integral part of our team, you will be responsible for collaborating with our advisors to provide customized...
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Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver comprehensive, tailored financial plans to High Net Worth (HNW) clients of RBC Wealth Management.What is the Opportunity?As an integral part of our team, you will be responsible for collaborating with our advisors to provide customized...
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Financial Planning Specialist
2 months ago
Halifax, Nova Scotia, Canada Government of Nova Scotia Full timeAbout Our OpportunityThe Government of Nova Scotia is seeking a highly skilled Senior Financial Analyst to contribute to the fiscal sustainability of the Province by providing fiscal plan and forecast coordination services and support to the provincial corporate budgeting, fiscal planning and forecasting processes.Key ResponsibilitiesCompile, analyze and...
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Financial Planning Specialist
2 months ago
Halifax, Nova Scotia, Canada Government of Nova Scotia Full timeAbout Our OpportunityThe Government of Nova Scotia is seeking a highly skilled Senior Financial Analyst to contribute to the fiscal sustainability of the Province by providing fiscal plan and forecast coordination services and support to the provincial corporate budgeting, fiscal planning and forecasting processes.Key ResponsibilitiesCompile, analyze and...
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Financial Services Specialist
1 month ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning, investment management, and estate planning.Key Responsibilities:Advise clients on trust account investments and develop financial plans to meet...
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Financial Services Specialist
1 month ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning, investment management, and estate planning.Key Responsibilities:Advise clients on trust account investments and develop financial plans to meet...
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Financial Services Specialist
2 days ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeFinancial Consultant RoleWe are seeking a skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.Key Responsibilities:Advise clients on...
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Retirement Plan Specialist
2 months ago
Halifax, Nova Scotia, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout Company 1 - The Manufacturers Life Insurance CompanyCompany 1 - The Manufacturers Life Insurance Company is a leading international financial services group dedicated to simplifying decisions and enhancing the lives of its clients. We offer a comprehensive range of financial advice, insurance, and wealth management solutions to individuals and...