- Education : Bachelor's degree
- Experience : 7 months to less than 1 year
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
- Arrange for sale of financial products and investments
- Assist in the planning and execution of financial statement audits
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
- Organized
- Team player
- Work Term : Permanent
- Work Language : English
- Hours : 30 hours per week
Entry-Level Financial Advisor
If you are a motivated individual with a strong interest in financial planning and a desire to build a successful career with a growing firm, we encourage you to apply for our Entry-Level Financial Advisor position. Looking for a career as a Financial Advisor?. We are looking for ambitious individua...
Senior Financial Advisor - Acton Branch, Acton, Ontario
Our Advisors are customer-centric and able to connect with people in a relatable way. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. ...
Senior Financial Advisor - Acton Branch, Acton, Ontario
Our Advisors are customer-centric and able to connect with people in a relatable way. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. ...
Financial Advisor
Financial Advisor - The Bulfinch Group. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance. Benefits for the Financial Advisor (Sales):. Qualifications for the Financial A...
Merrill Financial Solutions Advisor - Northeast Ohio Market
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
Experienced Financial Advisor
Minimum of 2 years of experience as a Financial Advisor or similar role in the financial services industry. If you are a seasoned Financial Advisor looking to join a dynamic team and make a meaningful impact on clients' financial well-being, we invite you to apply. We are seeking an experienced Fina...
Life Insurance Advisor
Minimum 1-2 year working experience as an advisor. ...
Financial Advisor
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. Personal Financial Service Advice and Financial Planning I). We are hiring full time advisors for our branch locations...
Insurance Advisor Level II
Minimum 1-2 year working experience as an advisor. ...
Aspiring Financial Advisor (Hermanus)
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. Aspires to be a Financial Advisor. ...