financial advisor

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 and disburse trust funds

Credentials

Cer...

Ready to Apply?

Submit your application today and join our talented team at VCU Financial Ltd..