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Job Description & How to Apply Below
- Education:
College/CEGEP - Experience:
1 year to less than 2 years Tasks - Advise on trust account investments
- Identify clients' financial goals and objectives
- 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
- 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
- Work Term:
Permanent - Work Language:
English - Hours:
30 to 40 hours per week
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