Location: North York - ON, CANADA Employer name: McDonald Commercial Corporation Job category: Financial Vacancy: 1 Website: Posted date: February 06, 2024 Deadline date: August 06, 2024 Expire in 80 days
Job ID# ACJ: 252790
Job description
Languages
English
Education
Master's degree
Experience
2 years to less than 3 years
Responsibilities
Tasks
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
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