Financial Advisor

3 weeks ago


Brampton, Canada FOLMA INCORPORATED Full time

Education: Bachelor's degree
- Experience: 7 months to less than 1 year
- **Tasks**:

- Advise on trust account investments
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Assist in the planning and execution of financial statement audits
- ** Work conditions and physical capabilities**:

- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
- ** Personal suitability**:

- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 30 hours per week



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