Overview
Languages
English
Education
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
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Administer charitable or corporate trust funds
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Administer estate or personal trust funds
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Identify clients' financial goals and objectives
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Monitor client investments
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Supervise staff
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Analyze clients' financial records
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Develop financial plans for clients
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Arrange for sale of financial products and investments
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Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
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Investigate possible unethical conduct or breeches of securities or commodity futures law
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Underwrite new issues of stocks and bonds
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Negotiate with corporations and government to determine the type and terms of new securities issue
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Prepare offering prospectus for new issues of stocks and bonds
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Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Experience and specialization
Computer and technology knowledge
Area of specialization
Additional information
Work conditions and physical capabilities
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Fast-paced environment
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Work under pressure
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Tight deadlines
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Attention to detail
Personal suitability
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Accurate
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Initiative
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Judgement
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Organized
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Team player
Benefits
Other benefits
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Free parking available
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On-site amenities
Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for persons with disabilities
- Provides physical accessibility accommodations (for example: ramps, elevators, etc.)
- Provides visual accessibility accommodations (for example: braille, screen readers, etc.)
- Provides auditory accessibility accommodations (for example: transcription software, teletypewriters, etc.)
- Participates in a government or community program or initiative that supports persons with disabilities
Support for newcomers and refugees
- Participates in a government or community program or initiative that supports newcomers and/or refugees
- Assists with immediate settlement needs of newcomers and/or refugees (for example: housing, transportation, storage, childcare, winter clothing, etc.)
- Supports social and labour market integration of newcomers and/or refugees (for example: facilitating access to community resources, language training, skills training, etc.)
- Recruits newcomers and/or refugees who were displaced by a conflict or a natural disaster (for example: Ukraine, Afghanistan, etc.)
Support for youths
- Participates in a government or community program or initiative that supports youth employment
- Offers on-the-job training tailored to youth
Support for Veterans
- Participates in a government or community program or initiative that supports Veterans
- Offers mentorship, coaching and/or networking opportunities for Veterans
Support for Indigenous people
- Participates in a government or community program or initiative that supports Indigenous people
- Offers mentorship, coaching and/or networking opportunities for Indigenous workers
- Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations
Support for mature workers
- Participates in a government or community program or initiative that supports mature workers
- Applies hiring policies that discourage age discrimination
- Provides staff with awareness training to create a welcoming work environment for mature workers
- Offers mentorship, coaching and/or networking opportunities for mature workers
Supports for visible minorities
- Participates in a government or community program or initiative that supports members of visible minorities
Who can apply for 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