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financial advisor
Posted on November 04, 2024 by Employer details CAPTURE ACCOUNTANTS LTD.
Job details
Education: Bachelor's degree. 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. Experience: 1 year to less than 2 years.- LocationBrampton, ON
- Workplace information On site
- Salary$36.00HOUR hourly / 40 to 44 hours per week
- Terms of employment Permanent employmentFull time
- Morning
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3141348
Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
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
Experience and specialization
Computer and technology knowledge
- Quick Books
- MS Office
Area of specialization
- Financial planning
- Accounting
Additional information
Work conditions and physical capabilities
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Organized
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-12-04
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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