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...

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