Financial Advisor
2 months ago
Education: 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 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
- Assist in the planning and execution of financial statement audits
- ** Computer and technology knowledge**:
- Quick Books
- MS Office
- ** Area of specialization**:
- Financial planning
- Accounting
- ** Work conditions and physical capabilities**:
- Tight deadlines
- Attention to detail
- ** Personal suitability**:
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Work Term: Permanent
- Work Language: English
- Hours: 40 to 44 hours per week
-
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