investment specialist
at MoneyBroker Canada
Unionville, ON, Canada -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 21 Jul, 2024 | USD 36 Hourly | 28 Apr, 2024 | 1 year(s) or above | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
WORK CONDITIONS AND PHYSICAL CAPABILITIES
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
Responsibilities:
- 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
- Prepare offering prospectus for new issues of stocks and bonds
REQUIREMENT SUMMARY
Min:1.0Max:2.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Unionville, ON, Canada
