Financial Advisor Trainee Job Description

Financial Advisor Trainee Job Description

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Financial advisor trainee provides pricing and product refinement recommendations to senior commercial banking managers in an effort to improve the competitive position of bank products and services.

Financial Advisor Trainee Duties & Responsibilities

To write an effective financial advisor trainee job description, begin by listing detailed duties, responsibilities and expectations. We have included financial advisor trainee job description templates that you can modify and use.

Sample responsibilities for this position include:

Proficiency in software tools including MS Office, and internet application
Tactful communicator able to exchange ideas and customer information in a concise and logical way
A self-initiator with strong organizational, planning and time management skills
Bilingual (Russian/English)
Developing and growing your book of business by effectively sourcing prospective clients
Helping clients pursue and meet their financial goals by recommending suitable investment products and services

Financial Advisor Trainee Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Financial Advisor Trainee

Typically a job would require a certain level of education.

Employers hiring for the financial advisor trainee job most commonly would prefer for their future employee to have a relevant degree such as Collage and University Degree in Business, Financial Services, Leadership, Business/Administration, Communication, Computer, Economics, Accounting, Finance, Marketing

Skills for Financial Advisor Trainee

Desired skills for financial advisor trainee include:

Competitive offers
Comply with Bank and industry codes of conduct and with securities laws and regulations
Customer life cycle needs
Economic trends
Local market
TDCT products and services
Borrowing and Creditor Insurance
Retail banking products and services: Day to Day Banking
Self Service banking and Investments
Advanced investing and credit processes

Desired experience for financial advisor trainee includes:

Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
High school diploma with over 1 year of relevant experience
Completion of IFIC or CSC Course
CFSA must be completed, if hired
Post-Secondary or Undergraduate degree in related field is an asset

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