financial advisor

CAPTURE ACCOUNTANTS LTD.; Brampton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services firm in Brampton is seeking a qualified candidate with a Bachelor's degree to advise on financial planning and trust account investments. The role demands excellent communication skills and the ability to work under tight deadlines while managing client accounts efficiently. Candidates should have 1 to 2 years of relevant experience. This is a permanent, full-time position with working hours of 40 to 44 hours per week.

Qualifications

• 1 to 2 years of experience in financial planning and accounting.
• Ability to work under tight deadlines.
• Accurate and organized in work.

Responsibilities

• Advise on trust account investments.
• Analyze clients' financial records.
• Develop financial plans for clients.

Skills

Financial planning

Accounting

Excellent oral communication

Attention to detail

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Tools

Quick Books

MS Office

Job description

Education :

Expérience :

Education

• Bachelor's degree
• or equivalent experience

Tasks

• Advise on trust account investments
• Identify clients' financial goals and objectives
• 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
• Assist in the planning and execution of financial statement audits

Computer and technology knowledge

• Quick Books
• MS Office

Area of specialization

• Financial planning
• Accounting

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Efficient interpersonal skills
• Excellent oral communication
• Organized

Experience

• 1 year to less than 2 years
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 40 to 44 hours per week