Financial Advisor  

North York - ON, Ontario,CANADA

 Job id: HR# 6856
Posted by: McDonald Commercial Corporation
Category:   Financial

Job Overview

  • Date Posted
    February 06, 2024
  • Expiration date
    August 06, 2024
  • Salary
    $36/- per hour
  • No. of positions
    1
 
 

Job Description

 

Languages

English

Education

  • Master's degree

Experience

2 years to less than 3 years

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.