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account manager Verified This job was posted directly by the employer on Job Bank.
Posted on April 29, 2024 by Employer details SAI CANADA CAREERS AND IMMIGRATION LTD.
Job details
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.- LocationEdmonton, AB
- Salary$35.10HOUR hourly / 35 to 40 hours per week
- Terms of employment Permanent employmentFull time
- Morning
- Start date Starts as soon as possible
- vacancies 1 vacancy
- In-house position at the agency
- Source Job Bank #2897833
Overview
Languages
English
Education
- College/CEGEP
Experience
1 year to less than 2 years
Responsibilities
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
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-07-24
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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