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9 Nov 2023

Financial advisor

Posted by | November 9, 2023 |

  • Facile Fintax Inc. – Posted by insta.recruitment01@gmail.com
  •  Brampton, Ontario, Canada
  • Job ID : 123321
  • Category : Executive
  • Job Type : Full-Time
  • Salary : $37.00 Hourly
  • Anticipated Start Date : As soon as possible
  • Posting Date : 09 Nov 2023
  • Expiry Date : 08 Nov 2024

Description

Overview

Vacancy = 1

Languages

English

Education

  • College/CEGEP

Experience

7 months to less than 1 year

Responsibilities

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

Additional information

Personal suitability

  • Accurate
  • Dependability
  • Initiative
  • Judgement
  • Organized
  • Team player

 

Total Views: 7

How to Apply

By email

facilefintax@gmail.com

Job Categories: Executive. Job Types: Full-Time. Job Tags: ASAP.

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