Education
Bachelor's degree
Tasks
Identify clients' financial goals and objectivesSupervise staffAnalyze 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 investmentsUnderwrite new issues of stocks and bondsPrepare offering prospectus for new issues of stocks and bondsAdminister estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust fundsDevelop and implement financial and operating plans
Employment terms options
Early morningEvening
Experience
2 years to less than 3 years
Employment terms options
Flexible hoursMorningTo be determinedDayWeekendOvertime available
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 30 to 32 hours per week