Summary Personal Trust Officer near Kitchener (ON)

Find key facts and figures about working as a personal trust officer. The following information is applicable to all Other financial officers (NOC 1114).

Description

Other financial officers include professional occupations in finance such as financial planners, financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers. They are employed by banks, trust companies, investment firms and governments, or they may be self-employed.

Skills

  • 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

Wages

$30.00/hour

Median wage in Kitchener–Waterloo–Barrie Region

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Outlook

Good

The job outlook is good in Kitchener–Waterloo–Barrie Region

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Requirements

University

University education usually required

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Jobs

6 jobs

advertised near Kitchener (ON)

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