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Location
1850 Ellesmere RdScarborough, ONM1H 2V5
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Work location
On site
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Salary$37.00HOUR hourly / 30 to 40 hours per week
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Terms of employment
Permanent employmentFull time
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Starts as soon as possible
- vacancies
1 vacancy
- Source
Job Bank
#3646715
Overview
Languages
English
Education
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Secondary (high) school graduation certificate
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
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Advise on trust account investments
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Identify clients' financial goals and objectives
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Supervise staff
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Analyze clients' financial records
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Develop financial plans for clients
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Arrange for sale of financial products and investments
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Negotiate with corporations and government to determine the type and terms of new securities issue
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Prepare offering prospectus for new issues of stocks and bonds
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Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client