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Markham

    investment specialist - Markham, Canada - Moneybroker Canada

    Moneybroker Canada
    Moneybroker Canada Markham, Canada

    13 hours ago

    Default job background
    Description
    • Education: Bachelor's degree
    • Experience: 1 year to less than 2 years

      • Tasks

    • 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
    • Arrange for sale of financial products and investments
    • Prepare offering prospectus for new issues of stocks and bonds

      • 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
    • Work Term: Permanent
    • Work Language: English
    • Hours: 30 hours per week
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