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financial advisor
Posted on December 02, 2024 by Employer details FOLMA INCORPORATED
Job details
Education: Bachelor's degree. 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. Assist in the planning and execution of financial statement audits. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Organized. Team player. Experience: 7 months to less than 1 year.- LocationBrampton, ON
- Workplace information On site
- Salary$36.00HOUR hourly / 30 hours per week
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3169540
Overview
Languages
English
Education
- Bachelor's degree
Experience
7 months to less than 1 year
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
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
- Assist in the planning and execution of financial statement audits
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Organized
- Team player
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2025-01-01
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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