Education and Certifications

Bachelor's degree. Canadian Securities Course (CSC).

Work Setting

Investment firm, Financial services industry.

Responsibilities

• 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.

Knowledge and Experience

• Computer and technology: Bloomberg Terminal, MS Office.
• Area of work experience: Mutual funds.
• Specializations: Financial planning, Financial examination, Financial investigation, Trust and estate administration, Financial technology, Trading, Wealth management.

Physical and Work Conditions

• Fast-paced environment.
• Work under pressure.
• Tight deadlines. <...