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Education: Bachelor's degree. 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. Prepare offering prospectus for new issues of stocks and bonds. Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds. Assist in the planning and execution of financial statement audits. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Due diligence. Experience: 1 year to less than 2 years. Employment terms options: Overtime available. Health benefits: Dental plan. Health care plan. Vision care benefits. Location 346 Davenport Road Toronto , ON M5R 1K6 Work location On site Salary $ 37.00 HOUR hourly / 40 hours per week Terms of employment Permanent employment Full time Overtime available Starts as soon as possible Benefits: Health benefits vacancies 1 vacancy Source Job Bank #3649310 Various locations 346 Davenport Road