Financial Services Professional
3 weeks ago
About the Role:
We are seeking a highly skilled Financial Services Professional to join our team at Abler HD Canada INC. As a key member of our team, you will be responsible for advising clients on trust account investments and identifying their financial goals and objectives.
Key Responsibilities:
- Supervise staff and analyze clients' financial records to develop financial plans.
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.
- 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:
- Bachelor's degree in a relevant field.
- 2 years to less than 3 years of experience in a related field or equivalent experience.
- Private sector experience.
What We Offer:
- Dental plan.
- Permanent work term.
- English language.
- 40 hours per week.
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