No more applications are being accepted for this job
- Education: College/CEGEP
- Experience: 1 year to less than 2 years
- 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
- 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: 35 to 40 hours per week
account manager - Edmonton, Canada - SAI CANADA CAREERS AND IMMIGRATION LTD.
