- FAIS accreditation required (RE).
- 3 to 5 years relevant client facing experience (PB – Wealthy).
- Product knowledge in Capital markets, risk management, investment management, trust and estate planning.
- Relevant Degree in Finance or Economics or Accounting. (FSB Accredited)
- Strong background in investments, corporate finance, Private Banking or related advisory services.
- Experience in dealing with complex personal and juristic financial structures.
- Experience in analyzing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios).
- Experience in structuring non-traditional security-based lending facilities.
- Experience in financial planning, trust and fiduciary.
- Experience in advising clients regarding Company Succession Planning.
- Experience in dealing with clients and structures across various jurisdictions.
- Relevant Degree in Finance or Economics or Accounting. (FSB Accredited)
- FAIS accreditation required (RE).
- 3 to 5 years relevant client facing experience (PB – Wealthy).
- Product knowledge in Capital markets, risk management, investment management, trust and estate planning.
Desired Skills:
- Sales
- Financial Advisor
- transactional banker
- Finance
Desired Qualification Level:
- Degree