financial advisor

3 weeks ago


Brampton, Canada Facile Fintax Inc. Full time
  • Education: College/CEGEP
  • Experience: 7 months to less than 1 yearTasks
  • 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 player
  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week


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