financial advisor

Fintax Solutions; Brampton; On-site; CAD 45,000 - 55,000; Full time

Job summary

A financial services company in Brampton is seeking a motivated individual to identify clients' financial goals, supervise staff, and develop financial plans. The ideal candidate has a Bachelor's degree or equivalent experience and 7 months to 1 year in the field. Strong attention to detail and organizational skills are essential. The role offers a fast-paced environment with the possibility of permanent employment.

Qualifications

• Bachelor's degree required or equivalent experience.
• 7 months to less than 1 year of experience desired in a related field.
• Fluent in English.

Responsibilities

• Identify clients' financial goals and objectives.
• Supervise staff and support their development.
• Analyze clients' financial records for effective planning.
• Develop comprehensive financial plans for clients.
• Underwrite new issues of stocks and bonds.

Skills

Attention to detail

Team player

Organized

Education

Bachelor's degree or equivalent experience

Tools

MS Office

Job description

Education :

• Bachelor's degree
• or equivalent experience

Tasks :

• Identify clients' financial goals and objectives
• Supervise staff
• Analyze clients' financial records
• Develop financial plans for clients
• 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
• Assist in the planning and execution of financial statement audits

Computer and technology knowledge : MS Office

Work conditions and physical capabilities :

• Fast-paced environment
• Work under pressure
• Attention to detail

Personal suitability :

• Accurate
• Organized
• Team player

Experience :

• 7 months to less than 1 year
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 40 hours per week