Senior Financial Planner
4 weeks ago
At UV International Traders Inc., we are seeking a highly skilled Senior Financial Planner to join our team. As a key member of our financial services department, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and developing financial plans for clients. Your expertise in arranging for the sale of financial products and investments will be invaluable in helping us achieve our business objectives.
Key Responsibilities:
- Identify clients' financial goals and objectives
- Supervise staff
- Develop financial plans for clients
- Arrange for sale of financial products and investments
- 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
- Assist in the planning and execution of financial statement audits
Support for Diversity and Inclusion:
- Participates in a government or community program or initiative that supports persons with disabilities
- Offers on-the-job training tailored to youth
- Offers mentorship, coaching and/or networking opportunities for Indigenous workers
- Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities
Work Environment:
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week
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