Refine Group Ltd
Toronto, ON
Posted today
Job Details:
$37.00 / hour
Full-time
Contract
Experienced
Benefits:
Health Insurance
Overview
- Education: Bachelor's degree
- Experience: 1 year to less than 2 years 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
- Prepare offering prospectus for new issues of stocks and bonds
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence Employment terms options
- Overtime available Health benefits
- Dental plan
- Health care plan
- Vision care benefits
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
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