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.