financial advisor

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
• Arrange for sale of financial products and investments
• Assist in the planning and execution of financial statement audits

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
• Organized
• Team player

Experience

• 7 months to less than 1 year
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 30 hours per week