Investment Consultant - Edmonton, Canada - Voyage Financial Services Inc.

Sophia Lee

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Sophia Lee

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Description

Education:
Bachelor's degree

  • Experience: 1 year to less than 2 years

Tasks:


  • Collect financial and investment information about companies, stocks, bonds and other investments
  • Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
  • Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • Analyze investment projects
  • Assist in preparing operating and investment budgets
  • Develop, implement and use tools for managing and analyzing financial portfolio
  • Plan short
- and long-term cash flows and assess financial performance


Transportation/travel information:


  • Public transportation is available

Work conditions and physical capabilities:


  • Fastpaced environment
  • Attention to detail

Personal suitability:


  • Client focus
  • Efficient interpersonal skills
  • Initiative
  • Team player

Green job:


  • Involves duties and responsibilities that lead to positive environmental outcomes
  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week

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