Senior Client Representative - Hamilton, ON

Only for registered members Hamilton, ON, Canada

1 month ago

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Job summary

Help safeguard the financial interests of vulnerable adults by making informed financial decisions involving real estate securities RRSPs RIFs mortgages stocks bonds special trusts reviewing financial information managing caseloads assessing client needs developing strategies for managing complex financial instruments mediating negotiating resolving conflicts with clients who suffer from mental illness brain injuries or developmental disabilities.

Analytical Organizational Problem-Solving Skills:

  • reviewing conflicting inaccurate or incomplete financial information

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