Financial Advisor
McDonald Commercial Corporation
Job location: North York - ON, Ontario
Job ID: #JP247-246802
Employer: McDonald Commercial Corporation
Job Category: Financial
Vacancies: 1
Salary: $36/- per hour
Posting date: February 06, 2024
Expiry date: August 06, 2024
Languages
English
Education
- Master's degree
Experience
2 years to less than 3 years
Responsibilities
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
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Experience and specialization
Computer and technology knowledge
- MS Office
Area of specialization
- Financial planning
Job details:
Permanent, Full Time, Day, 40 hours per week.
Start Date: As soon as possible.