- Education: College/CEGEP
- Experience: 7 months to less than 1 year
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
Personal suitability
- Accurate
- Dependability
- Initiative
- Judgement
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week
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