Senior Financial Planner

2 weeks ago


Brampton, Ontario, Canada FOLMA INCORPORATED Full time
  • At FOLMA INCORPORATED, we seek a skilled Financial Advisor to join our team in providing expert guidance to clients on their financial goals and objectives.
  • As a Financial Advisor, you will be responsible for analyzing clients' financial records, developing personalized financial plans, and making recommendations on investments, cash management, and insurance coverage.
  • This role requires strong analytical and communication skills, as well as the ability to work under pressure and meet tight deadlines.
  • Our ideal candidate will have a Bachelor's degree and at least 7 months of experience in a similar role.
  • We offer a 30-hour workweek and a permanent position with opportunities for growth and development.
  • Key Responsibilities
    • Analyzing clients' financial records
    • Developing financial plans and recommendations
    • Providing expert guidance on investments and cash management
  • Requirements
    • Bachelor's degree in a related field
    • At least 7 months of experience in a similar role
    • Excellent analytical and communication skills

Work Environment: Fast-paced environment with tight deadlines and a large caseload.

Personal Suitability: Accurate, dependable, and efficient interpersonal skills are essential for this role.



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