Associate Financial Advisor

Employer: Nlcu

Location: Various Locations

Salary: $57,890.00 to $72,363.00 annually (to be negotiated)

Languages: English Education: Bachelor's degree. or equivalent experience Experience: 3 years to less than 5 years Tasks: 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. Arrange for sale of financial products and investments. Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds Certificates, licences, memberships, and courses: Canadian Securities Course (CSC). Investment Funds Institute of Canada (IFIC) Accreditation Area of specialization: Financial planning. Financial investigation. Wealth management Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits Financial benefi