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Financial Consultant

3 weeks ago

Scarborough, Canada JSM Investments Full time

Work Term: Temporary
- Work Language: Bilingual
- Hours: 40 hours per week
- Education: Bachelor's degree
- Experience: 5 years or more
- Small business administration/management
- Finance, general
- or equivalent experience
**Asset languages**:

- Hindi
- Urdu
- Panjabi; Punjabi
**Work setting**:

- Financial services industry
**Tasks**:

- 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
- Assist in the planning and execution of financial statement audits
**Computer and technology knowledge**:

- Quick Books
- Desktop publishing software
- MS Office
**Area of work experience**:

- Mutual funds
- Software development
**Area of specialization**:

- Financial planning
- Financial examination
- Trust and estate administration
- Financial technology
- Investigation
- Trading
- Wealth management
**Security and safety**:

- Criminal record check
**Work conditions and physical capabilities**:

- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
**Personal suitability**:

- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
**Screening questions**:

- Are you available for shift or on-call work?
- Are you available for the advertised start date?
- Are you currently a student?
- Are you currently legally able to work in Canada?
- Are you willing to relocate for this position?
- Do you currently reside in proximity to the advertised location?
- Do you have previous experience in this field of employment?
- Do you have the above-indicated required certifications?
- Do you have the necessary equipment for remote work (i.e. internet, home office, etc.)?
- What is the highest level of study you have completed?
- What is your current field of study?
- What is your current level of study?
**Workplace information**:

- Remote work available