Strategic Financial Planning Expert

1 week ago


Brampton, Ontario, Canada FOLMA INCORPORATED Full time

FOLMA INCORPORATED is seeking a highly skilled Financial Advisor to join our team. The successful candidate will be responsible for providing expert financial guidance to clients, helping them achieve their long-term financial goals.

Job Summary

The Financial Advisor will work closely with clients to understand their financial needs and objectives, developing tailored financial plans that address their unique circumstances. This may involve advising on trust account investments, identifying clients' financial goals and objectives, analyzing clients' financial records, and making recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.

About the Role

This is an exciting opportunity for a motivated and organized individual to take on a key role in FOLMA INCORPORATED's financial services team. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.

Key Responsibilities
  • Provide expert financial advice to clients, including trust account investments and cash management strategies
  • Analyze clients' financial records and develop tailored financial plans to meet their unique needs and objectives
  • Maintain accurate and up-to-date client records, ensuring all relevant information is properly documented and stored
  • Collaborate with colleagues to ensure seamless delivery of financial services, meeting the highest standards of quality and customer satisfaction
Requirements
  • Degree in Finance or related field (Bachelor's degree)
  • Minimum 7 months experience in a similar role
  • Excellent communication and interpersonal skills
  • Able to work in a fast-paced environment with tight deadlines
  • Organized and efficient, with strong attention to detail
What We Offer
  • A competitive salary: $50,000 - $60,000 per year
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A comprehensive benefits package, including health insurance and retirement plan


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