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Financial Advisor

2 weeks ago

North York, Canada MCC Lending & Financial Solutions Full time

Education: Master's degree
- Experience: 2 years to less than 3 years
**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
- Arrange for sale of financial products and investments
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
**Computer and technology knowledge**:

- MS Office
**Area of specialization**:

- Financial planning
**Green job**:

- Involves duties and responsibilities that lead to positive environmental outcomes
**Health benefits**:

- Dental plan
**Other benefits**:

- Other benefits
- Parking available
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week