Financial advisor - Toronto
NP Financial Services Toronto
Overview
Languages
English
Education- Bachelor's degree
Experience
7 months to less than 1 year
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
- Arrange for sale of financial products and investments
- 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
Additional information
Work conditions and physical capabilities- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Judgement
- Organized
- Due diligence
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