- Education: Bachelor's degree
- Experience: 7 months to less than 1 year
Tasks
Advise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and investmentsAssist in the planning and execution of financial statement audits
Work conditions and physical capabilities
Fast-paced environmentWork under pressureTight deadlinesAttention to detailLarge caseload
Personal suitability
AccurateDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeOrganizedTeam player
Work Term: Permanent
Work Language: English
Hours: 30 hours per week
