financial advisor

2 weeks ago


Brampton, Canada Facile Fintax Inc. Full time
  • Education:
  • Expérience: Education
  • College/CEGEPTasks
  • 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 fundsPersonal suitability
  • Accurate
  • Dependability
  • Initiative
  • Judgement
  • Organized
  • Team playerExperience
  • 7 months to less than 1 year
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 35 hours per week


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