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    account manager - Edmonton, Canada - SAI CANADA CAREERS AND IMMIGRATION LTD.

    SAI CANADA CAREERS AND IMMIGRATION LTD.
    SAI CANADA CAREERS AND IMMIGRATION LTD. Edmonton, Canada

    1 day ago

    Default job background
    Plein temps
    Description
    • Education:
    • Expérience:
    • Education

    • College/CEGEP
    • Tasks

    • 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
    • Experience

    • 1 year to less than 2 years
    • Durée de l'emploi: Permanent
    • Langue de travail: Anglais
    • Heures de travail: 35 to 40 hours per week

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