Financial Services Manager

4 weeks ago


Ajax, Ontario, Canada Abler HD Canada INC Full time

Job Title: Financial Services Manager

About the Role:

We are seeking a highly skilled Financial Services Manager to join our team at Abler HD Canada INC. As a Financial Services Manager, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs.

Key Responsibilities:

  • Advise clients on trust account investments and develop financial plans to meet their needs
  • Identify clients' financial goals and objectives and provide recommendations to achieve them
  • Supervise staff and ensure that all financial plans are implemented effectively
  • Analyze clients' financial records and provide recommendations to improve their financial situation
  • Develop and implement financial plans for clients, including cash management, insurance coverage, investment planning, retirement, and estate planning
  • 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
  • Negotiate mortgage loans and make applications to lenders on behalf of clients
  • Administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, receive and record investment income, and disburse trust funds
  • Assist in the planning and execution of financial statement audits

Requirements:

  • 2 years to less than 3 years of experience in a related field
  • Dental plan
  • Permanent employment
  • English language
  • 40 hours per week


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