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investment specialist Verified
Posted on April 19, 2024 by Employer details Moneybroker Canada
Job details
Education: Bachelor's degree. 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. Prepare offering prospectus for new issues of stocks and bonds. 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. Experience: 1 year to less than 2 years.- LocationUnionville, ON
- Salary$36.00HOUR hourly / 30 hours per week
- Terms of employment Permanent employmentFull time
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Verified
- Source Job Bank #2887471
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 year to less than 2 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
- Prepare offering prospectus for new issues of stocks and bonds
Additional information
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
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-05-19
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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