financial advisor
- Education :
- Expérience :
Education
College / CEGEP
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Underwrite new issues of stocks and bonds
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Prepare offering prospectus for new issues of stocks and bonds
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Personal suitability
- Accurate
- Dependability
- Initiative
- Judgement
- Organized
- Team player
Experience
- 7 months to less than 1 year
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 35 hours per week
Financial Advisor - Acton Branch
Our Advisors are customer-centric and able to connect with people in a relatable way. ...
Financial Advisor
...
Insurance Advisor
Insurance Advisor - Desjardins Agent Team Member. Desjardins is the largest cooperative financial group in Canada, and one of the largest employers in the country. ...
The Financial Advisor Opportunity
At IG Wealth Management, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. The Financial Advisor Opportunity. Becoming a financial adv...
Short-term Financial Advisor
Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). Our client is looking for a dynamic and results-oriented Short-Term Financial Advisor to join their team. Offering expert advice on finance, retirement planning,...
Financial Insurance Advisor
Are you ready to embark on a career path where you can make a meaningful difference in people's lives while achieving your own professional and financial goals? Serenia Life Financial is seeking passionate individuals to join our team as Financial Insurance Sales Advisors. Join a legacy of compassio...
Financial Advisor
Seeking Financial Professionals in Ontario, Canada!. Unlock Your Potential in the Financial Industry with Unprecedented Freedom and Flexibility!. Unlimited Growth Potential: Seize the opportunity to expand your career and reach new heights in the financial industry. Apply now to embark on an excitin...
Financial Advisor - Acton Branch
Our Advisors are customer-centric and able to connect with people in a relatable way. ...
Financial Advisor - Anywhere In Gta
At this organization, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. THE FINANCIAL ADVISOR OPPORTUNITY. Becoming a financial adviso...
Merrill Financial Solutions Advisor - Orange County Inland Empire Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...