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Financial consultant

Job in Brampton, Ontario, Canada
Listing for: Max Financial Ltd.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Overview

Languages:

English

Education
Bachelor's degree

Experience
Experience an asset

On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities
Tasks

Identify clients' financial goals and objectives

Supervise staff

Analyze clients' financial records

Develop financial plans for clients

Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning

Arrange for sale of financial products and investments

Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client

Assist in the planning and execution of financial statement audits

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