Education: Bachelor''s degree Experience: 1 year to less than 2 years 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 Prepare offering prospectus for new issues of stocks and bonds 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 Personal suitability Accurate Dependability Productive interpersonal skills Excellent oral communication Excellent written communication Initiative Interpersonal awareness Judgement Organized Team player Due diligence Employment terms options Overtime available Health benefits Dental plan Health care plan Vision care benefits Work Term: Permanent Work Language: English Hours: 40 hours per week

📌 financial consultant (Toronto)
🏢 Refine Group
📍 Toronto