Financial Advisor
1 week ago
Education: Master's degree
- Experience: 2 years to less than 3 years
**Tasks**:
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
**Computer and technology knowledge**:
- MS Office
**Area of specialization**:
- Financial planning
**Green job**:
- Involves duties and responsibilities that lead to positive environmental outcomes
**Health benefits**:
- Dental plan
**Other benefits**:
- Other benefits
- Parking available
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
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Financial Services Advisor
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Financial Advisor
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Administrative Assistant
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Compliance Officer
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Financial Services Advisor
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Policy Service Administrator
2 weeks ago
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North York, Canada iA Groupe financier iA Financial Group Full time**PPI (an independent subsidiary of iA Financial) **is an Insurance Marketing Organization that sits between independent advisors and insurance companies.** **From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and administration, to help Advisors elevate and grow their business with a socially...