Financial Planner

2 weeks ago


Brampton, Ontario, Canada FOLMA INCORPORATED Full time
Key Responsibilities
  • Advise clients on trust account investments
  • Identify and analyze clients' financial goals and objectives
  • Develop and implement financial plans for clients
  • Make recommendations on cash management, insurance coverage, investment planning, retirement and estate planning
  • Arrange for the sale of financial products and investments
Work Environment
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail

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