Work setting

• Investment firm
• Financial services industry

Responsibilities

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

Credentials

Certificates, licences, memberships, and courses 

• Canadian Securities Course (CSC)

Experience and specialization

Computer and technology knowledge

• Bloomberg Terminal
• MS Office

Area of work experience

• Mutual funds

Area of specialization

• Financial planning
• Financial examination
• Financial investigation
• Trust and estate administration
• Financial technology
• Trading
• Wealth management

Additional information

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence

Benefits

Other benefits

• Free parking available