Financial Services Professional

3 weeks ago


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

Job Title: Financial Services Professional

Job Summary: We are seeking a highly skilled Financial Services Professional to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in trust account investments and a passion for helping clients achieve their financial goals.

Key Responsibilities:

  • Advise clients on trust account investments and develop personalized financial plans to meet their needs.
  • Analyze clients' financial records and identify areas for improvement.
  • Make recommendations on cash management, insurance coverage, and investment planning.
  • Administer estate, personal, charitable, corporate, and other types of trusts.
  • Assist in the planning and execution of financial statement audits.

Requirements:

  • Bachelor's degree in a related field.
  • 2 years of experience in trust account investments.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.


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