Financial Advisor/Personal Financial Services - Trainee

Financial Advisor/Personal Financial Services - Trainee

Job Description

  • Assume a key job in educating clients with respect to abnormal state money related arrangements from a scope of accessible speculation and credit banking arrangements.
  • By posing mindful budgetary inquiries, draw in with clients and make positive encounters to hold and develop connections.
  • Increment client budgetary certainty by giving customized money related guidance, responding to client questions, and tending to their worries; raising issues as suitable to colleagues or accomplices while keeping up secrecy and exactness.
  • Go about as a point of contact for the bleeding edge staff in taking care of client issues.
  • Keep up proficient space in like manner zones according to promoting and administrative rules.
  • Work intimately with existing and planned clients to give money related surveys, examine portfolio refreshes and propose extra customized arrangements dependent on their monetary objectives.
  • Find latest jobs in Saint John, Canada.
Employment Requirements

  • Secondary school certificate with more than 1 year of applicable experience
  • Fulfillment of IFIC or CSC Course
  • Post-Secondary or Undergraduate qualification in related field is a benefit
  • Sound learning of cutting edge contributing and credit forms, banking arrangements and ideas so as to give customized counsel to clients in a quick paced workplace
  • Capability in programming apparatuses including MS Office, and web application.

Company Profile:

Salary: Not disclosed

Industry: Banking / Financial services / Broking

Functional Area: Account and Finance

Role Category: Trainee

Employment Type: Full time