Refine Group Ltd is hiring
Financial Consultant with LMIA

Languages

• English

Education

• Bachelor's degree

Experience

• 1 year to less than 2 years

On site

• Work must be completed at the physical location. There is no option to work remotely.

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

Health benefits

• Dental plan
• Health care plan
• Vision care benefits