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Financial Planner

Halifax - NS, Nova Scotia,CANADA
 
 
 
Job ID
:
#JP247-93402
 
Employer
:
Cambridge Financial Services
 
Job Category
:
Financial
 
Posting Date
:
February 06, 2021
 
Expiry date
:
March 08, 2021
 
Vacancies
:
1
 
Website
:
 
Salary
:
$20.00 to $30.00 / hour
 
 
 
 

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