Job is active
financial consultant
from 76 960 $
Refine Group LtdToronto
About this job
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
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
- Arrange for sale of financial products and investments
- Prepare offering prospectus for new issues of stocks and bonds
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
Additional information
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
Benefits
Health benefits
- Dental plan
- Health care plan
- Vision care benefits
Market insight
Near the median71 932 $
71 932 $71 932 $
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Frequently asked questions
What salary can I expect?
The employer lists from 76 960 $ for this role at Refine Group Ltd in Toronto. For comparison, the local market median is about 71 932 $ based on 505 similar offers.
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