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Financial Advisor Pending LMIA
Capture Accountants Ltd.
Capture Accountants Ltd. is
hiring
Financial Advisor with LMIA
36.00 $ /hour
- On site
Job details:
LMIA Status:
Capture Accountants Ltd. has applied for a Labour Market Impact Assessment (LMIA) and will be ready to extend an offer to a foreign worker once the application is approved.
Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
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
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
Experience and specialization
Computer and technology knowledge
- Quick Books
- MS Office
Area of specialization
- Financial planning
- Accounting
Additional information
Work conditions and physical capabilities
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Organized
Financial Advisor
- Workplace
- On site
-
Location
- Brampton, Ontario
- Job type
- Permanent employment Full time
- Vacancies
- 1
- Pay
- 36.00 hourly, 40 to 44 hours per week
- Published on
- 12 Jul 2024
- Applications ends
- 03 Oct 2024 83 days left
C
Capture Accountants Ltd.