About this role
Education: Bachelor's degree. Community college and general and vocational college (CEGEP) administration. Business administration and management, general. College/university preparatory programs. or equivalent experience. Work setting: Financial services industry. 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. Computer and technology knowledge: MS Office. Area of specialization: Financial planning. Wealth management. Security and safety: Criminal record check. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Due diligence. Screening questions: Are you available to start on the date listed in the job posting?. Are you currently a student?. Do you have experience working in this field?. Do you have the equipment you need to work from home (like internet and a workspace)?. Do you have the required certifications listed in the job posting?. Do you meet the language requirements listed in the job posting for the position (English or French)?. Experience: 1 to less than 7 months. Employment terms options: To be determined. Financial benefits: Bonus. Commission. Life insurance. Other benefits: Free parking available. Team building opportunities. Parking available.