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Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience : 3 years to less than 5 years
Work setting
Financial services industry
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
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
Certificates, licences, memberships, and courses
Canadian Securities Course (CSC)
Conduct and Practices Handbook course
Computer and technology knowledge
MS Office
Insurance experience
Life insurance products
Area of work experience
Mutual funds
Area of specialization
Financial planning
Wealth management
Security and safety
Criminal record check
Work conditions and physical capabilities
Attention to detail
Personal suitability
Accurate
Organized
Team player
Screening questions
Are you authorized to work in Canada?
Are you willing to relocate for this position?
Do you have the required certifications listed in the job posting?