Financial Services Consultant

2 weeks ago


Edmonton, Canada Biznes Financial Services Inc Full time

Education: Bachelor's degree
- Experience: 2 years to less than 3 years
**Tasks**:

- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- 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
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
**Work conditions and physical capabilities**:

- Tight deadlines
- Attention to detail
- Large caseload
**Personal suitability**:

- Accurate
- Efficient interpersonal skills
- Excellent written communication
- Interpersonal awareness
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 32 hours per week


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