Financial Planning Specialist

4 weeks ago


Brampton, Ontario, Canada FOLMA INCORPORATED Full time

FOLMA 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 account investments and develop financial plans tailored to their needs
  • Analyze clients' financial records to identify areas for improvement
  • Make 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 a relevant field
  • 7 months to less than 1 year of experience in a related field
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet tight deadlines

Work Environment:

  • Fast-paced environment with a large caseload
  • Opportunity to work with a dynamic team and contribute to the growth of FOLMA INCORPORATED

Language: English

Hours: 30 hours per week



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