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financial consultant
Posted on July 21, 2024 by Employer details Markham Centre Financial Services Inc.
Job details
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. Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds. Assist in the planning and execution of financial statement audits. Personal suitability: Efficient interpersonal skills. Initiative. Judgement. Team player. Screening questions: Do you have previous experience in this field of employment?. What is the highest level of study you have completed?. Experience: 2 years to less than 3 years.- Location647 Beford HwyHalifax, NSB3M 0A5
- Workplace information On site
- Salary$55,000YEAR annually / 35 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3008161
Overview
Languages
English
Education
- Bachelor's degree
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
Additional information
Personal suitability
- Efficient interpersonal skills
- Initiative
- Judgement
- Team player
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-10-09
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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