- Financial advisor
- Facile Fintax Inc. in Brampton, ON, Canada
- jobs
- 1 day ago
jobs description
Location
Brampton, ON
Workplace information
On site
Salary
37.00 hourly / 35 hours per week
Terms of employment
Permanent employment
Full time
Day, Evening, Morning
Starts as soon as possible
vacancies
1 vacancy
Source
Job Bank #3209652
Languages
English
Education
College/CEGEP
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
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