Job Description
Education
- Secondary (high) school graduation certificate
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
- 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
- Assist in the planning and execution of financial statement audits
Experience
- 1 year to less than 2 years
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 30 to 40 hours per week
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