financial services consultant

Additional Information

• Education: Bachelor's degree
• Experience: 1 year to less than 2 years

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
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Investigate possible unethical conduct or breeches of securities or commodity futures law
• 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
• Work Term: Permanent
• Work Language: English
• Hours: 37.5 hours per week