account manager

Government of Canada - Central; Vaughan; On-site; CAD 50,000 - 70,000; Full time

Job summary

A government agency in York Region, Vaughan is looking for a financial advisory professional. The ideal candidate should possess a college diploma and have 1 to 2 years of experience. Responsibilities include advising clients on trust investments, preparing securities issues, and negotiating mortgage loans. This position requires on-site work, and the ability to engage directly with clients to meet their financial goals.

Qualifications

• 1 to 2 years of experience in a relevant field.

Responsibilities

• Advise on trust account investments.
• Identify clients' financial goals and objectives.
• Make recommendations for cash management and investment planning.
• Negotiate terms for new securities issues.
• Prepare prospectus for stocks and bonds.
• Negotiate mortgage loans on behalf of clients.
• Administer various types of trusts and manage investments.

Education

College/CEGEP

Job description

Overview

Languages

English

Education

• College/CEGEP

Experience

1 year to less than 2 years

On Site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

• 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