Job Description

Responsibilities:

• 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
• Underwrite new issues of stocks and bonds
• 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

Credentials

• Anti-Money Laundering (CAMS) Certification
• Canadian Securities Course (CSC)
• Canadian Institute of Financial Planning Course

Area of specialization

• Financial planning
• Wealth management

Personal suitability

• Previous experience with Quick Books and MS Office
• Accurate and detail oriented
• Ability to work underpressure and manage a large case load
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Judgement
• Organized
• Due diligence

Benefits:

• Extended health care