Job Description: We are seeking a skilled Financial Analyst to join our team. As a Financial Analyst at MoneyMath Inc., you will play a critical role in analyzing financial data, generating reports, and providing valuable insights to our clients. You’ll collaborate with our clients to understand their financial objectives and help create strategies to achieve them.
Requirements:
- Bachelor’s degree in Finance, Economics, or a related field.
- Strong analytical and problem-solving skills.
- Proficiency in financial modeling and data analysis.
- Excellent communication and presentation skills.
- Ability to work effectively in a team and client-oriented environment.
- Knowledge of financial software and tools.
How to Apply
If you are interested in joining our team, please send your resume and a cover letter outlining your qualifications and why you are the ideal candidate for the position to work@money-math.ca
Job Description: We are looking for an experienced Estate Planning Consultant to join our team. As an Estate Planning Consultant at MoneyMath Inc., you will work closely with clients to create comprehensive estate plans, ensuring the preservation and distribution of assets according to their wishes. You’ll provide expert guidance on trusts, wills, and other estate planning instruments.
Requirements:
- Certified Estate Planning or related professional certification.
- In-depth knowledge of estate planning laws and strategies.
- Strong interpersonal and communication skills.
- Attention to detail and excellent organization.
- Ability to create and maintain strong client relationships.
- Experience in financial consulting or estate planning.
How to Apply
If you are interested in joining our team, please send your resume and a cover letter outlining your qualifications and why you are the ideal candidate for the position to work@money-math.ca