Careers

Financial Analyst

At Jobe Wealth Consultants, the quality, integrity, and dedication of our employees have been key factors in our growth and market presence. To help in our planned growth, we understand the importance of hiring the best people and helping them grow both professionally and personally, we ensure a bright future for both our people and clients.

We are currently seeking a recent university or college graduate to join our team on a full-time basis in Moncton, N.B. as a Financial Analyst.

Essential Duties and Responsibilities

The successful candidate will need to possess strong attention to detail, able to multitask and be able to work collaboratively with a dynamic financial advisory team. The candidate will be responsible for the execution and completion of many duties including:

  • Direct interaction with our clients
  • Assisting with opening and ongoing file management of client accounts
  • Investment trade supports and follow up
  • Insurance policy application process supports and ongoing deposit management
  • Team collaboration on client financial planning, modelling and execution
  • Updating and maintenance of various proprietary tools in Excel


Attributes

  • The ability to learn and grow
  • Enjoys a team environment, with strong interpersonal skills and professional in approach
  • Accurate, organized, and efficient
  • Able to learn to prioritize and manage own workflow to ensure quality and efficiency and able to adjust to changing team priorities
  • Able to take initiative, identify and recommend efficiency improvements
  • Strong communication skills, both verbal and written


Qualifications & Education:

  • University degree or College Diploma
  • In-depth working knowledge of Excel, Word and PowerPoint
  • Willing to take additional professional courses to support your growth in the role
  • Language: English. French bilingualism is an asset

Please provide your resume in confidence to hr@jobewealth.ca. Jobe Wealth Consultants is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted.

About Jobe Wealth Consultants

Jobe Wealth Consultants is part of the JBS Group. The JBS Group has offices in Moncton and Saint John N.B. servicing clients throughout the Maritimes offering a personalized and sophisticated approach to investing and planning. Their focus is to provide Comprehensive Advice that integrates all the distinct components of planning into an actively managed Plan. They are an experienced, accredited and performance-driven team, reaching well beyond the norm, to a level of detail and diligence that is unparalleled.

Jobe Wealth Consultants and The JBS Group are associated with Worldsource Securities Inc. (WSI), a national introducing investment dealer. WSI is the securities broker of Worldsource Wealth Management which operates a branch network on an Agency Model; WSI is a Guardian Capital company.

Please visit www.jbsgroup.ca to learn more about our group.