Financial Services Manager

1 month ago


Toronto, Ontario, Canada Hosper Mortgage Administration Inc. Full time
Job Title: Financial Services Manager

We are seeking a highly skilled Financial Services Manager to join our team at Hosper Mortgage Administration Inc. The successful candidate 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 analyze their financial records.
  • Develop and implement financial plans to meet clients' needs and objectives.
  • Arrange for the sale of financial products and investments.
Requirements:
  • Bachelor's degree or equivalent experience.
  • Association of Mortgage Brokers Course and Investment Funds Institute of Canada (IFIC) Accreditation.
  • Excellent oral and written communication skills.
  • Ability to work in a fast-paced environment and meet tight deadlines.
What We Offer:
  • Bonus and group insurance benefits.
  • Registered Retirement Savings Plan (RRSP).
  • Learning/training paid by employer.
  • On-site amenities.
How to Apply:

Please submit your application, including your resume and cover letter, to [insert contact information].



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