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financial advisor Verified This job was posted directly by the employer on Job Bank.
Posted on July 01, 2024 by Employer details Newfound Mortgage Professionals
Job details
Education: Master's degree. 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. Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client. Assist in the planning and execution of financial statement audits. Computer and technology knowledge: MS Office. Area of specialization: Financial planning. 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 currently legally able to work in Canada?. Are you willing to relocate for this position?. Do you currently reside in proximity to the advertised location?. Do you have previous experience in this field of employment?. Experience: 3 years to less than 5 years. Financial benefits: Bonus. Other benefits: Free parking available.- LocationSt. John's, NL
- Salary$30.00HOUR hourly / 35 hours per week
- Terms of employment Permanent employmentFull time
- Flexible Hours
- Start date Starts as soon as possible
- Benefits: Financial benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #2981443
Overview
Languages
English
Education
- Master's degree
Experience
3 years to less than 5 years
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
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Assist in the planning and execution of financial statement audits
Experience and specialization
Computer and technology knowledge
- MS Office
Area of specialization
- Financial planning
Additional information
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
Benefits
Financial benefits
- Bonus
Other benefits
- Free parking available
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-07-31
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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