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Financial advisor Full-time Job

May 27th, 2025 at 16:27   Financial Services   Brampton   27 views Reference: 13495
Job Details

Overview

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.

Green job Help - Green job - Help

 The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.

Responsibilities

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

Experience and specialization

Computer and technology knowledge

  • MS Office

Additional information

Work conditions and physical capabilities

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

Personal suitability

  • Accurate
  • Organized
  • Team player

 

How to apply

By email

 

info@taxcpacga.com

Company Description
Fintax Solutions