Financial Advisor Job
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Employer: NEWFOUND MORTGAGE PROFESSIONALS INC.
SpiderID: 13781186
Location: Saint John's, Newfoundland (-Labrador)
Posted: 7/1/2024
Wage: $30.00 hourly
Category: Finance/Investment
Job Code / NOC / SOC: 11102
Openings: 1
Job Description:
• 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
• Negotiate mortgage loans and make applications for mortgages to lenders or lending institutions on behalf of clients
• Assist in the planning and execution of financial statement audits
• Manage mortgage application processes
• Oversee loan application processes
• 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
• Negotiate mortgage loans and make applications for mortgages to lenders or lending institutions on behalf of clients
• Assist in the planning and execution of financial statement audits
• Manage mortgage application processes
• Oversee loan application processes
Job Requirements:
Computer and Technology Knowledge:
• MS Office
Area of Specialization:
• Financial planning
• MS Office
Area of Specialization:
• Financial planning
Job Criteria:
Start Date: as soon as possible
Position Type: Full-Time Permanent
Experience: 3
Education: Masters
Travel: None
Vacation:
Contact Information:
| Contact Name: Gord Healey | Type: Employer |
| Company: NEWFOUND MORTGAGE PROFESSIONALS INC. |