Financial Planning Specialist

6 days ago


Brampton, Ontario, Canada FOLMA INCORPORATED Full time

We are seeking a skilled Financial Planning Specialist to join our team at FOLMA INCORPORATED.

Job Summary

The Financial Planning Specialist will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

About the Role

This is a dynamic position that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. The successful candidate will be able to work in a fast-paced environment, manage multiple priorities, and meet tight deadlines.

Responsibilities
  • Advise clients on trust account investments and develop customized financial plans to help them achieve their goals.
  • Analyze clients' financial records to identify areas of improvement and provide recommendations for optimization.
  • Collaborate with clients to understand their financial objectives and develop strategies to achieve them.
  • Maintain accurate records of client interactions and updates on financial plans.
Requirements
  • 7 months to less than 1 year of experience in a related field.
  • Permanent employment arrangement.
  • English language proficiency.
  • Ability to work 30 hours per week.
Compensation and Benefits

The estimated salary for this position is $60,000 - $80,000 per annum, depending on experience and qualifications. In addition to a competitive salary, we offer a range of benefits, including access to ongoing professional development opportunities, a comprehensive employee assistance program, and a dynamic and supportive work environment.



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