Shirley Guibernas
Brampton, ON
Posted 30+ days ago
Job Details:
Full-time
Experienced
Benefits:
Flexible Work
Life Insurance
Overview
- Work Term: Permanent
- Work Language: English
- Hours: 35 to 40 hours per week
- Education: Bachelor's degree
- Experience: 1 to less than 7 months
- Community college and general and vocational college (CEGEP) administration
- Business administration and management, general
- College/university preparatory programs
- or equivalent experience Work setting
- Financial services industry 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 Computer and technology knowledge
- MS Office Area of specialization
- Financial planning
- Wealth management Security and safety
- Criminal record check Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence Screening questions
- Are you authorized to work in Canada?
- Are you available to start on the date listed in the job posting?
- Are you currently a student?
- Do you have experience working in this field?
- Do you have the equipment you need to work from home (like internet and a workspace)?
- Do you have the required certifications listed in the job posting?
- Do you live near the job location?
- Do you meet the language requirements listed in the job posting? Employment terms options
- To be determined Financial benefits
- Bonus
- Commission
- Life insurance Other benefits
- Free parking available
- Team building opportunities
- Parking available
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