Job Description
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
Assist in the planning and execution of financial statement audits
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
Organized
Team player
Experience
7 months to less than 1 year
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 30 hours per week
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
Assist in the planning and execution of financial statement audits
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
Organized
Team player
Experience
7 months to less than 1 year
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 30 hours per week
💡 Quick Summary
Seeking a career-building opportunity? The financial advisor position is now open for candidates interested in the Remote Jobs sector. This role in Brampton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.