Expert Financial Advisor Trust Investments

Position: Expert Financial Advisor for Trust Investments
Location: Wetaskiwin

Join the financial services sector as an Expert Financial Advisor focusing on Trust Investments. This role is designed for those passionate about guiding clients in achieving their financial aspirations.

We need an experienced Financial Advisor who can effectively analyze client financial records and create comprehensive financial plans. Your responsibilities will encompass advising on trust investments, recommending cash management, insurance, and advising on retirement and estate planning. An understanding of the financial products is crucial for success.

Key Responsibilities:

• Analyze clients' financial records for investment strategies

• Create detailed financial plans tailored to each client

• Advise on trust accounts, estate, and corporate trusts

• Make recommendations for cash and insurance management

• Handle the administration and investment for trust funds

Requirements:

• Completion of Canadian Securities Course (CSC)

• Proficient in mutual funds and life insurance products

• Organized and detail-oriented with excellent communication

• Passed criminal record check

• Working knowledge of MS Office suite

Leverage your financial planning skills to support clients with trust investments and achieve their financial objectives.
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