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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