financial consultant

Markham Centre Financial Services Inc.
Halifax, NS, CA
55K $ / an
Permanent
  • Education :
  • Expérience :

Education

Bachelor's degree

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?

Experience

  • 2 years to less than 3 years
  • Durée de l'emploi : Permanent
  • Langue de travail : Anglais
  • Heures de travail : 35 hours per week
  • Il y a plus de 30 jours
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