investment advisor - personal finances
- Education : Bachelor's degree
- Experience : 5 years or more
Work setting
Head office
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
Computer and technology knowledge
- MS Office
- Database software
Area of specialization
- Financial planning
- Wealth management
Work conditions and physical capabilities
Attention to detail
Personal suitability
- Efficient interpersonal skills
- Judgement
- Organized
- Due diligence
Screening questions
Are you currently legally able to work in Canada?
Health benefits
- Dental plan
- Health care plan
- Vision care benefits
- Work Term : Temporary
- Work Language : English
- Hours : 37.5 hours per week
investment advisor - personal finances
Investment planning, retirement and estate planning Computer and technology knowledge MS Office Database software Area of specialization Financial planning Wealth management Work conditions and..
Investment Advisor
Job Description. Grow your business, your way. with RBC. As an Investment Advisor at RBC Dominion.. Foster trusted, often multi generational, long term relationships using personalized service and advice..
Investment Advisor
Job SummaryJob DescriptionGrow your business, your way. with RBCAs an Investment Advisor at RBC Dominion.. often multi generational, long term relationships using personalized service and advice.Establish and..
Investment Advisor
Job Summary Job Description Grow your business, your way. with RBC As an Investment Advisor at RBC.. Foster trusted, often multi generational, long term relationships using personalized service and advice..
Investment Advisor
Job Description Grow your business, your way. with RBCAs an Investment Advisor at RBC Dominion.. often multi generational, long term relationships using personalized service and advice.Establish and..
Personal Lines Advisor
ABOUT THE POSITION As the Personal Lines Team Lead, you will be responsible for (but not limited to). Assisting walk in, telephone and electronic prospective clients regarding Personal Lines..