Senior Financial Consultant

3 weeks ago

Brampton, Ontario, Canada FOLMA INCORPORATED Full time

FOLMA INCORPORATED is seeking a skilled Financial Advisor 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 Bachelor's degree and at least 7 months of experience in the financial industry. You will be responsible for developing financial plans for clients, making recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning, and arranging for the sale of financial products and investments.

In addition to your technical skills, you will also be responsible for working in a fast-paced environment, meeting tight deadlines, and maintaining accurate records. If you are a detail-oriented and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Provide expert advice to clients on trust account investments
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records
  • Develop 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 in a fast-paced environment and meet tight deadlines

Requirements:

  • Bachelor's degree
  • At least 7 months of experience in the financial industry
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet tight deadlines

Work Environment:

FOLMA INCORPORATED is a dynamic and growing company that offers a competitive salary and benefits package. If you are a motivated and detail-oriented individual who is passionate about the financial industry, we encourage you to apply for this exciting opportunity.

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