Senior Financial Planning Specialist

7 days ago


Brampton, Ontario, Canada FOLMA INCORPORATED Full time

FOLMA INCORPORATED seeks a highly skilled Senior Financial Planning Specialist to join our team. This role is ideal for an individual with a strong background in finance and excellent communication skills.

About the Role

This position involves providing financial planning services to clients, including advising on trust account investments, identifying clients' financial goals and objectives, analyzing clients' financial records, developing financial plans, and making recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning. The successful candidate will also be responsible for arranging the sale of financial products and investments, as well as assisting in the planning and execution of financial statement audits.

Responsibilities
  • Advise clients on trust account investments and identify their financial goals and objectives.
  • Analyze clients' financial records and develop comprehensive financial plans.
  • Making recommendations on 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
  • Bachelor's degree in finance or a related field.
  • 7 months to less than 1 year of experience in financial planning or a related field.
  • Excellent communication and interpersonal skills.
  • Able to work under pressure and meet tight deadlines.
  • Able to work accurately and efficiently.
  • Dependable and organized.
Work Environment

The ideal candidate will have a fast-paced environment, work under pressure, meet tight deadlines, and maintain attention to detail. They will also have a large caseload and be able to prioritize tasks effectively.

Additional Information

We offer a competitive salary package that includes a base salary of $55,000 - $65,000 per annum, depending on experience. If you are a motivated and experienced financial planner looking for a new challenge, please submit your application.



  • Brampton, Ontario, Canada FOLMA INCORPORATED Full time

    Job 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.


  • Brampton, Ontario, Canada NVCARGO SOLUTIONS (CANADA) Full time

    NVCARGO 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...


  • Brampton, Ontario, Canada Canada Inc Full time

    About Canada IncCanada Inc is a reputable company seeking an experienced Senior Financial Planning Specialist to join its team.Estimated Salary: $80,000 - $120,000 per annumJob Description:We are looking for a skilled financial analyst with a strong background in financial planning and analysis. The ideal candidate will have a Bachelor's degree and 3 years...


  • Brampton, Ontario, Canada Canada Inc Full time

    About the RoleAs a Senior Financial Planning Specialist at Canada Inc, 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, assisting in preparing operating and investment budgets, planning short- and long-term cash flows, and assessing...


  • Brampton, Ontario, Canada Vaco Full time

    We are seeking a highly skilled Senior Financial Planning Specialist to join our team on a 6-month contract opportunity.This role is an exciting chance to demonstrate your analytical skills and business acumen. As a key member of our Shared Services Team, you will be responsible for performing the monthly financial close and preparing statements for various...


  • Brampton, Ontario, Canada FOLMA INCORPORATED Full time

    We 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...


  • Brampton, Ontario, Canada RJM Tax & Accounting Services Inc. Full time

    Join 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...


  • Brampton, Ontario, Canada Vaco Full time

    About Our ClientOur client is a leading supplier of engineered performance materials, offering innovative solutions to various industries.Job SummaryWe are seeking an experienced Financial Planning and Analysis Specialist who will be responsible for delivering key financial information and business insights to senior management and stakeholders. The ideal...


  • Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

    About 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 -...


  • Brampton, Ontario, Canada RJM Tax & Accounting Services Inc. Full time

    Job OverviewRJM Tax & Accounting Services Inc. is seeking a skilled Financial Planning Specialist to join our team.


  • Brampton, Ontario, Canada Canada Inc Full time

    About 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...


  • Brampton, Ontario, Canada Loblaw Companies Limited Full time

    About Loblaw Companies LimitedLoblaw Companies Limited is a leading Canadian retailer that operates a diverse portfolio of brands, including grocery, pharmacy, health and beauty, apparel, general merchandise, financial services, and wireless mobile products and services.As the nation's largest retailer, we offer our customers a wide range of products and...


  • Brampton, Ontario, Canada Autoplanet Brampton Full time

    We are seeking a highly skilled Senior Financial Services Specialist to join our team at Autoplanet Brampton. This is a permanent full-time position with an estimated salary range of $65,000 - $80,000 per year.About the RoleIn this role, you will be responsible for approving or rejecting loan applications, assisting clients in achieving their financial...


  • Brampton, Ontario, Canada Alwin resettlement services Inc. Full time

    Alwin 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...


  • Brampton, Ontario, Canada Vertex Insurance and Investments Inc. Full time

    We are seeking a skilled and detail-oriented Senior Financial Services Specialist to join our team at Vertex Insurance and Investments Inc.Job SummaryThis is a permanent, full-time position that offers an attractive salary of $65,000 - $80,000 per year, depending on experience. The ideal candidate will have a strong background in finance and insurance,...


  • Brampton, Ontario, Canada RJM Tax & Accounting Services Inc. Full time

    At RJM Tax & Accounting Services Inc., we are seeking a skilled Financial Planning and Management Specialist to join our team. As a key member of our accounting department, you will play a crucial role in providing financial planning and management services to our clients.Job SummaryThe Financial Planning and Management Specialist will be responsible for...


  • Brampton, Ontario, Canada NVCARGO SOLUTIONS (CANADA) Full time

    Job OverviewNVCARGO SOLUTIONS (CANADA) is seeking a highly skilled Senior Financial Operations Specialist to join our team.Salary and BenefitsWe offer a competitive salary of $85,000 - $110,000 per year, depending on experience. Additional benefits include dental, health care, and vision care plans, as well as free parking and team building...


  • Brampton, Ontario, Canada NVCARGO SOLUTIONS (CANADA) Full time

    OverviewNVCARGO SOLUTIONS (CANADA) is seeking a detail-oriented and organized Financial Planning Specialist to join our team. In this role, you will be responsible for evaluating financial risk, preparing company and industry outlooks, and assisting in the preparation of operating and investment budgets.This is a permanent full-time position with 40 hours...


  • Brampton, Ontario, Canada Peel Financial Inc. Full time

    Job SummaryFinancial Operations Specialist: We are seeking a skilled Financial Operations Specialist to join our team at Peel Financial Inc. As a key member of our accounting team, you will be responsible for calculating payroll cheques, maintaining financial records, and preparing reports.Main Responsibilities:Calculate and prepare cheques for payroll,...


  • Brampton, Ontario, Canada BAJAJ TAX & FINANCIAL SECRETS INC. Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Operations Coordinator to join our team at BAJAJ TAX & FINANCIAL SECRETS INC.About the RoleThis is a permanent, full-time position with 30-40 hours of work per week. The successful candidate will have the opportunity to work in a dynamic environment and contribute to the growth and success of...