Financial Planning Specialist

7 days ago

Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time
Financial Advisor Job Description

Capture Accountants LTD. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Advise clients on trust account investments and identify their financial goals and objectives.
  • Analyze clients' financial records and develop financial plans to meet their needs.
  • Make recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Arrange for the sale of financial products and investments, and underwrite new issues of stocks and bonds.
  • Negotiate with corporations and government to determine the type and terms of new securities issues.
  • Prepare offering prospectus for new issues of stocks and bonds, and negotiate mortgage loans.
  • Administer estate, personal, charitable, corporate, and other types of trusts, and direct trust account investments.
  • Assist in the planning and execution of financial statement audits.
Requirements:
  • 1 year to less than 2 years of experience in a related field.
  • Permanent employment.
  • English language proficiency.
  • 40 to 44 hours per week.
What We Offer:

Capture Accountants LTD. offers a dynamic and challenging work environment, with opportunities for professional growth and development.

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