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Scarborough, ON, Canada
Location
Scarborough, ON
Workplace information
On site
Salary
58,000 to 65,000 annually (To be negotiated) / 35 to 40 hours per week
Terms of employment
Permanent employment
Full time
Day, Morning
Starts as soon as possible
vacancies
1 vacancy
Source
Job Bank #3262296
Languages
English
Education
Bachelor's degree
Experience
7 months to less than 1 year
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
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
Additional information
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
Judgement
Organized
Due diligence
Slangs & AI meanings
Jew someone is slang for to outmanoeuvre someone in a financial deal.
In Queer Street is British slang for in financial difficulties.
Noun. Disposable income that 'gays' ostensibly have through not having the financial expense of children.
Non-bank financial institutions for businesses frequently used by drug traffickers to launder drug proceeds
facing a personal or financial crisis
Broke (Financially Ruined)
Noun. A person easily exploited financially.
Trouble, especially financial trouble. Bankruptcy
rich, financially stable, solvent.
financial security
Broke (Financially Ruined)
Financial is Australian slang for well−off, solvent.
Freighted up is British slang for financially secure.
In Carey Street is British slang for bankrupt, in severe financial difficulties.
Earner is British slang for a scheme or situation which brings financial advantage.
Broke (financial). I'm skint mate. Bleedin' hearts.
Financial advisor
Jew someone is slang for to outmanoeuvre someone in a financial deal.
In Queer Street is British slang for in financial difficulties.
Noun. Disposable income that 'gays' ostensibly have through not having the financial expense of children.
Non-bank financial institutions for businesses frequently used by drug traffickers to launder drug proceeds
facing a personal or financial crisis
Broke (Financially Ruined)
Noun. A person easily exploited financially.
Trouble, especially financial trouble. Bankruptcy
rich, financially stable, solvent.
financial security
Broke (Financially Ruined)
Financial is Australian slang for well−off, solvent.
Freighted up is British slang for financially secure.
In Carey Street is British slang for bankrupt, in severe financial difficulties.
Earner is British slang for a scheme or situation which brings financial advantage.
Broke (financial). I'm skint mate. Bleedin' hearts.
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