Address
Form of work
SalaryOverview
Languages
English
Education
- Master's degree
Experience
2 years to less than 3 years
Green jobHelp - Green job - Help
The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.
Responsibilities
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
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Experience and specialization
Computer and technology knowledge
- MS Office
Area of specialization
- Financial planning
Benefits
Health benefits
- Dental plan
Other benefits
- Other benefits
- Parking available
