- Education : Bachelor's degree
- Experience : 7 months to less than 1 year
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
- Work Term : Permanent
- Work Language : English
- Hours : 30 hours per week
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