financial services advisor

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