financial consultant
4 days ago
- 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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