Associate Financial Advisor (Remote)
$70.51k par annéeHoovest Enterprises Corp.
Overview
Languages
English
Education
Bachelor's degree
Economics, general
Business/commerce, general
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
Investment firm
Financial services industry
Responsibilities
Tasks
Advise on trust account investments
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
Credentials
Certificates, licences, memberships, and courses
~ Canadian Securities Course (CSC)
Experience and specialization
Computer and technology knowledge
Bloomberg Terminal
MS Office
Area of work experience
~ Mutual funds
Area of specialization
Financial planning
Financial examination
Financial investigation
Trust and estate administration
Financial technology
Trading
Wealth management
Additional information
Security and safety
~ Criminal record check
Work conditions and physical capabilities
Fast-paced environment
Work under pressure
Tight deadlines
Attention to detail
Large caseload
Personal suitability
Accurate
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Interpersonal awareness
Judgement
Organized
Team player
Due diligence
Benefits
Other benefits
~ Free parking available
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