About this role
Education: College/CEGEP. or equivalent experience. Work setting: Investment firm. Tasks: Administer charitable or corporate trust funds. Administer estate or personal trust funds. Identify clients' financial goals and objectives. Monitor client investments. Analyze clients' financial records. Develop financial plans for clients. Arrange for sale of financial products and investments. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Negotiate with corporations and government to determine the type and terms of new securities issue. 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: MS Office. Area of specialization: Financial planning. Financial examination. Investment underwriting. Trust and estate administration. Wealth management. Accounting. Security and safety: Criminal record check. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Due diligence. Screening questions: Are you authorized to work in Canada?. Do you have experience working in this field?. Employment terms options: Morning. Experience: 5 years or more. Employment terms options: Day. Workplace information: Hybrid. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Group insurance benefits. Other benefits: Other benefits.