Job Description
Job details
- Salary 38.20 hourly / 37 hours per week
- Terms of employment Permanent employment Full time
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience
3 years to less than 5 years
Work setting
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
- Identify clients’ financial goals and objectives
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds