JobBoard247.ca

Responsibilities

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
• 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

Experience and specialization

Computer and technology knowledge

• MS Office

Area of specialization

• Financial planning

Job details:

Permanent, Full Time, Day, 40 hours per week.

Start Date: As soon as possible.