financial advisor

Employment and Social Development Canada; Brampton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Brampton is seeking a Financial Advisor to provide investment advice, develop financial plans, and meet clients' financial goals. Candidates must have a Bachelor's degree and experience of 1 to 2 years in a relevant field. The position offers permanent full-time employment with an hourly rate of $36.00.

Qualifications

• Experience in providing financial advice for 1-2 years.
• Registered as a financial advisor with relevant certifications.
• Ability to analyze financial records.

Responsibilities

• Advise on trust account investments.
• Identify clients' financial goals and objectives.
• Develop financial plans for clients.

Skills

Financial planning

Attention to detail

Excellent oral communication

Efficient interpersonal skills

Education

Bachelor's degree

Tools

QuickBooks

MS Office

Job description

Posted onJuly 25, 2025 by a licensed third-party for Employer details CAPTURE ACCOUNTANTS LTD.

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Job details

financial advisor

Posted onJuly 25, 2025 by a licensed third-party for Employer details CAPTURE ACCOUNTANTS LTD.

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Job details

Education: Bachelor's degree. or equivalent experience. 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. Underwrite new issues of stocks and bonds. Negotiate with corporations and government to determine the type and terms of new securities issue. Prepare offering prospectus for new issues of stocks and bonds. 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. Assist in the planning and execution of financial statement audits. Computer and technology knowledge: Quick Books. MS Office. Area of specialization: Financial planning. Accounting. Work conditions and physical capabilities: Tight deadlines. Attention to detail. Personal suitability: Accurate. Efficient interpersonal skills. Excellent oral communication. Organized. Experience: 1 year to less than 2 years.

• Location Brampton , ON L6Y 4M3
• Work location On site
• Salary $ 36.00 HOUR hourly / 40 to 44 hours per week
• Terms of employment Permanent employment Full time
• Morning
• Starts as soon as possible
• vacancies 1 vacancy
• Source Job Bank #3362266

• Brampton, ON

Overview

Languages

English

Education

• Bachelor's degree
• or equivalent experience

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
• Underwrite new issues of stocks and bonds
• Negotiate with corporations and government to determine the type and terms of new securities issue
• Prepare offering prospectus for new issues of stocks and bonds
• 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
• Assist in the planning and execution of financial statement audits

Experience and specialization

Computer and technology knowledge

• Quick Books
• MS Office

Area of specialization

• Financial planning
• Accounting

Additional information

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Efficient interpersonal skills
• Excellent oral communication
• Organized

Who can apply for this job?

You can apply if you are:

• a Canadian citizen
• a permanent resident of Canada
• a temporary resident of Canada with a valid work permit

Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.

Advertised until

2025-08-24

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