Financial Planning Specialist
4 weeks ago
FOLMA INCORPORATED is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for providing expert advice to clients on trust account investments, identifying their financial goals and objectives, and developing personalized financial plans.
The ideal candidate will have a strong educational background, excellent analytical and communication skills, and the ability to work in a fast-paced environment. If you are a motivated and organized individual with a passion for finance, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Advise clients on trust account investments and develop financial plans tailored to their needs
- Analyze clients' financial records and identify areas for improvement
- Make recommendations on cash management, insurance coverage, investment planning, and retirement and estate planning
- Assist in the planning and execution of financial statement audits
Requirements:
- Bachelor's degree in a relevant field
- Excellent analytical and communication skills
- Ability to work in a fast-paced environment
- Strong attention to detail and organizational skills
Working Conditions:
- Fast-paced environment with tight deadlines
- Ability to work under pressure and maintain accuracy
Personal Suitability:
- Accurate and dependable
- Excellent interpersonal and communication skills
- Initiative and ability to work independently
Experience:
- 7 months to less than 1 year of experience in a related field
- Permanent employment with 30 hours per week
- English language proficiency
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada lifetime rehab and wellness center Full timeWe are seeking a highly organized and reliable Financial Planning Specialist to join our team at beeba boys barber shop. The ideal candidate will have a strong background in budgeting and financial planning, with experience in reviewing and evaluating administrative procedures.The successful candidate will be responsible for administering policies and...
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full timeCapture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for providing expert advice to clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.The ideal candidate will have a...
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada Canada Inc Full timeFinancial Planning SpecialistAt Canada Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for evaluating financial risk, advising on and participating in the financial aspects of contracts and calls for tender, analyzing investment projects, and assisting in preparing operating...
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada FOLMA INCORPORATED Full timeFOLMA INCORPORATED is seeking a Financial Planning Specialist to assist in the planning and execution of financial plans for clients. The ideal candidate will have a Bachelor's degree and 7 months to less than 1 year of experience in the field. Key responsibilities will include advising on trust account investments, identifying clients' financial goals and...
-
Financial Planning Specialist
1 month ago
Brampton, Ontario, Canada Canada Inc Full timeFinancial Planning SpecialistAt Canada Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for evaluating financial risk, advising on and participating in the financial aspects of contracts and calls for tender, analyzing investment projects, and assisting in preparing operating...
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada Canada Inc Full timeFinancial Planning SpecialistAt Canada Inc, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, advising on and participating in the financial aspects of contracts and calls for tender, analyzing investment projects, and assisting in...
-
Financial Planning Specialist
1 week ago
Brampton, Ontario, Canada FOLMA INCORPORATED Full timeWe are seeking a skilled Financial Planning Specialist to join our team at FOLMA INCORPORATED.Job SummaryThe 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 RoleThis is...
-
Financial Planning Specialist
1 week ago
Brampton, Ontario, Canada RJM Tax & Accounting Services Inc. Full timeJoin RJM Tax & Accounting Services Inc. as a Financial Planning SpecialistThe estimated annual salary for this position is $65,000 - $90,000.Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at RJM Tax & Accounting Services Inc. As a key member of our team, you will be responsible for providing financial planning and...
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada sabzi market inc Full timeBMS Constructions and Paints Ltd. is seeking a highly organized and reliable Financial Planning Specialist to join our team. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, administering policies and procedures related to the release of records, and assisting in the preparation of operating budgets.The...
-
Financial Planning Specialist
1 week ago
Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full timeAbout Capture Accountants Ltd.We are a leading accounting firm seeking an experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a crucial role in providing expert financial guidance to our clients and helping them achieve their financial goals.SalaryThe estimated salary for this position is $60,000 -...
-
Financial Planning Specialist
2 weeks ago
Brampton, Ontario, Canada RJM Tax & Accounting Services Inc. Full timeJob OverviewRJM Tax & Accounting Services Inc. is seeking a skilled Financial Planning Specialist to join our team.
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada FOLMA INCORPORATED Full timeFOLMA INCORPORATED is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing personalized financial plans.Key Responsibilities:Advise clients on trust...
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full timeCapture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and analysis. Key responsibilities include advising clients on trust account investments, identifying financial goals and objectives, and developing financial plans....
-
Financial Planning Specialist
3 weeks ago
Brampton, Ontario, Canada Canada Inc Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Canada Inc. The ideal candidate will have a Bachelor's degree and 3-4 years of experience in financial analysis.Key ResponsibilitiesEvaluate financial risks and make informed decisionsAdvise on and participate in financial contract negotiationsAnalyze investment projects and provide...
-
Financial Planning Specialist
2 weeks ago
Brampton, Ontario, Canada Canada Inc Full timeAbout the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Canada Inc.Key Responsibilities:Evaluate financial risks and make informed decisionsParticipate in financial contract negotiations and tender processesAnalyze investment projects and provide strategic recommendationsAssist in preparing operating and investment...
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada FOLMA INCORPORATED Full timeFOLMA INCORPORATED is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing personalized financial plans.Key Responsibilities:Advise clients on trust...
-
Financial Planning Specialist
5 days ago
Brampton, Ontario, Canada Alwin resettlement services Inc. Full timeAlwin Resettlement Services Inc. is seeking an experienced Financial Planning Specialist to join our team in a remote or on-site role.About the RoleWe are looking for a highly skilled and organized individual who can ensure accuracy and compliance to accounting standards, procedures, and internal control. The successful candidate will be responsible for...
-
Senior Financial Planning Specialist
2 weeks ago
Brampton, Ontario, Canada FOLMA INCORPORATED Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at FOLMA INCORPORATED. The successful candidate will have excellent financial planning and analytical skills, with the ability to advise clients on trust account investments and develop comprehensive financial plans.
-
Financial Planning Specialist
4 weeks ago
Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full timeCapture Accountants Ltd. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for providing expert advice on trust account investments, identifying clients' financial goals and objectives, and analyzing their financial records.The ideal candidate will have a...
-
Senior Financial Planning Specialist
1 week ago
Brampton, Ontario, Canada NVCARGO SOLUTIONS (CANADA) Full timeNVCARGO SOLUTIONS (CANADA) is seeking a highly skilled Senior Financial Planning Specialist to join our team.Job Description:The Senior Financial Planning Specialist will be responsible for evaluating financial risk, preparing company, industry and economic outlooks, analytical reports, briefings notes and correspondence. Additionally, the candidate will...