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Edmonton

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

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    Description
    • Education: College/CEGEP
    • Experience: 1 year to less than 2 years
    • 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
    • Work Term: Permanent
    • Work Language: English
    • Hours: 35 to 40 hours per week

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