financial consultant

4 days ago


Halifax, Canada Markham Centre Financial Services Inc. Full time $55,000
  • Education: Bachelor's degree
  • Experience: 2 years to less than 3 years
  • 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
  • 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
  • Personal suitability
  • Efficient interpersonal skills
  • Initiative
  • Judgement
  • Team player
  • Screening questions
  • Do you have previous experience in this field of employment?
  • What is the highest level of study you have completed?
  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week

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