Financial Advisor
Brampton, ON, CA, Canada
Job Description
Education: Experience:
Education
-------------College/CEGEP
Tasks
---------Identify clients' financial goals and objectives Analyze clients' financial records Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning Underwrite new issues of stocks and bonds Negotiate with corporations and government to determine the type and terms of new securities issue Prepare offering prospectus for new issues of stocks and bonds 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
Personal suitability
------------------------Accurate Dependability Initiative Judgement Organized Team player
Experience
--------------7 months to less than 1 year Duree de l'emploi: Permanent Langue de travail: Anglais * Heures de travail: 35 hours per week
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Job Detail
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Job IdJD2555270
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationBrampton, ON, CA, Canada
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EducationNot mentioned