Financial Advisor
6 months ago
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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Career Opportunities for Ambitious Advisors
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Insurance Advisor
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Insurance Advisor
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Associate Financial Advisor in Brampton
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Financial Planning Advisor
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Associate Financial Advisor
6 days ago
Brampton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Financial Advisor/financial Services Specialist
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Brampton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Financial Advisor/financial Services Specialist
6 months ago
Brampton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Financial Advisor/financial Services Specialist
6 months ago
Brampton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Service Advisor
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Brampton, Canada CAPTURE ACCOUNTANTS LTD. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years - or equivalent experience - ** 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...
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financial advisor
5 months ago
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financial advisor
4 months ago
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financial advisor
5 months ago
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