- Education: College/CEGEP
- Experience: 1 year to less than 2 years
Tasks
Advise on trust account investmentsIdentify clients' financial goals and objectivesMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningNegotiate 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 funds
Work Term: Permanent
Work Language: English
Hours: 30 to 40 hours per week
