Education

College, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years.

Work Setting

Financial services industry.

Responsibilities

• 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).
• Conduct and Practices Handbook course.

Computer and Technology Knowledge