investment specialist

Moneybroker Canada
Unionville, ON, CA
$36 an hour
Permanent
Full-time
  • Education : Bachelor's degree
  • Experience : 1 year to less than 2 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
  • Prepare offering prospectus for new issues of stocks and bonds

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
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player
  • Work Term : Permanent
  • Work Language : English
  • Hours : 30 hours per week
  • 30+ days ago
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