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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

On site - Ontario
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
Apply

C

Capture Accountants Ltd.

Website
Not available