account manager

4 weeks ago


Edmonton, Canada SAI CANADA CAREERS AND IMMIGRATION LTD. Full time
  • Education: College/CEGEP
  • Experience: 1 year to less than 2 yearsTasks
  • 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
  • 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: 35 to 40 hours per week

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