Financial Advisor

6 months ago


Brampton, Canada Facile Fintax Inc. Full time

Education: College/CEGEP
- Experience: 1 year to less than 2 years
**Tasks**:

- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
**Personal suitability**:

- Accurate
- Dependability
- Initiative
- Judgement
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week



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