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financial services advisor


Source: Job Bank

Location

Surrey, BC
V3Z2L6

Salary

$38.50 hourly

Additional Information

  • Education: College/CEGEP
  • Experience: 2 years to less than 3 years

Tasks

  • Identify clients' financial goals and objectives
  • 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
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Attention to detail

Personal suitability

  • Accurate
  • Efficient interpersonal skills
  • Organized
  • Team player
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week

Important: We can't guarantee the accuracy, authenticity or reliability of this opportunity because it comes from an external website.

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