financial advisor

CAPTURE ACCOUNTANTS LTD.

Brampton, ON, CA

$36 an hour

Permanent

Full-time

Education : Bachelor's degree
Experience : 1 year to less than 2 years
or equivalent experience

Tasks

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
Underwrite new issues of stocks and bonds
Negotiate with corporations and government to determine the type and terms of new securities issue
Prepare offering prospectus for new issues of stocks and bonds
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Assist in the planning and execution of financial statement audits

Computer and technology knowledge

Quick Books
MS Office

Area of specialization

Financial planning
Accounting

Work conditions and physical capabilities

Tight deadlines
Attention to detail

Personal suitability

Accurate
Efficient interpersonal skills
Excellent oral communication
Organized
Work Term : Permanent
Work Language : English
Hours : 40 to 44 hours per week

6 days ago

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