- 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.
- 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.
Salary: Not disclosed
Industry: Banking / Financial services / Broking
Functional Area: Account and Finance
Role Category: Trainee
Employment Type: Full time