- Education: Bachelor's degree
- Experience: 2 years to less than 3 years
- or equivalent experience
Work setting
Private sector
Tasks
Advise on trust account investmentsIdentify clients' financial goals and objectivesSupervise staffAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and investmentsNegotiate with corporations and government to determine the type and terms of new securities issuePrepare offering prospectus for new issues of stocks and bondsNegotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of clientAdminister estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust fundsAssist in the planning and execution of financial statement audits
Health benefits
Dental plan
Work Term: Permanent
Work Language: English
Hours: 40 hours per week
