Financial Services Manager
4 weeks ago
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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