Posting date: February 06, 2024Closing date: August 06, 2024
Posting date: February 06, 2024 Closing date: August 06, 2024
Job location: North York - ON, Canada
Salary: $36 per hour
Vacancy: 1
Job category:
Financial
Job id: 20240206-134303
Job description:
Overview
North York, ON M3N 1V7
Salary 36.00 hourly / 40 hours per Week
Permanent and full time employment
Starts as soon as possible.
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
