Financial Services Professional
3 weeks ago
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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