- Education :
- Expérience :
Education
- Bachelor's degree
- or equivalent experience
Work setting
Private sector
Tasks
- Advise on trust account investments
- Identify clients' financial goals and objectives
- Supervise staff
- 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
- 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
Experience
2 years to less than 3 years
Health benefits
- Dental plan
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 40 hours per week
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