Financial Advisor
Brampton, ON, CA, Canada
Job Description
Education: Bachelor's degree Experience: 1 year to less than 2 years or equivalent experience
Tasks
---------Advise on trust account investments 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 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 Assist in the planning and execution of financial statement audits
Computer and technology knowledge
-------------------------------------Quick Books MS Office
Area of specialization
--------------------------Financial planning Accounting
Work conditions and physical capabilities
---------------------------------------------Tight deadlines Attention to detail
Personal suitability
------------------------Accurate Efficient interpersonal skills Excellent oral communication Organized Work Term: Permanent Work Language: English * Hours: 40 to 44 hours per week
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Job Detail
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Job IdJD2616003
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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