Financial Planning Specialist

4 weeks ago


Brampton, Ontario, Canada FOLMA INCORPORATED Full time

FOLMA INCORPORATED is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning, and arrange for the sale of financial products and investments. Additionally, you will assist in the planning and execution of financial statement audits. The ideal candidate will have excellent oral and written communication skills, be able to work under pressure, and have a strong attention to detail. This is a permanent position, working 30 hours per week, with a fast-paced environment and a large caseload. The language of work is English.

Key Responsibilities
  • Advise clients 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 the sale of financial products and investments
  • Assist in the planning and execution of financial statement audits
Requirements
  • Excellent oral and written communication skills
  • Ability to work under pressure
  • Strong attention to detail
  • Permanent position
  • 30 hours per week
  • Fast-paced environment
  • Large caseload
  • English language


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