Job details

• Location: Sault Ste. Marie , ON P6B 6J1
• Salary: 25.00 hourly / 40 hours per week
• Terms of employment: Permanent employment Full time
• Day
• Starts as soon as possible
• Source: Job Bank #

Experience: 5 years or more

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

Responsibilities

• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Underwrite new issues of stocks and bonds
• 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