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Job summary:

Our financial planner will perform some or all of the following duties, depending on clients’ needs:

• Develop personal financial plans and/or family trust optimization plans for clients covering finances, investments, retirement and estate planning
• Analyze clients' financial records, set goals and develop a financial strategy
• Advise clients on implementing the financial plan or family trust optimization plan to help them achieve their goals
• Help expand business and conduct

Job description:

Languages

English

Education

College degree in business, finance or accounting, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent work experience of 5 years

Experience

5 years or more

Security and Safety

Criminal record check

Work Conditions and Physical Capabilities

Tight deadlines, Attention to detail, Repetitive tasks, Work under pressure, Fast-paced environment

Expertise and Knowledge

 

• Servicing needs of clients
• Identify clients' financial goals and objectives.
• Analyze clients' financial records.
• Develop financial plans for clients.
• Make recommendations concerning cash management, investment planning, retirement and estate planning.

 

Skills Requirements

Effective interpersonal skills, Excellent communication, Organized, Accurate, Client focus, Team player, Reliability, Dependability, Flexibility

Apply by email: cambridgehure@gmail.com