Overview
Languages
English
Education
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
-
Direct trust account investments
-
Identify clients' financial goals and objectives
-
Manage balance sheets and profit/loss statements
-
Plan, set up and administer accounting systems
-
Analyze clients' financial records
-
Ensure accuracy and compliance to accounting standards, procedures and internal control
-
Develop financial plans for clients
-
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
-
Arrange for sale of financial products and investments
-
Analyze financial documents and reports
-
Investigate possible unethical conduct or breeches of securities or commodity futures law
-
Variance analysis
-
Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Experience and specialization
Area of specialization
-
Financial planning
-
Risk management
-
Financial examination
-
Financial investigation
Additional information
Work conditions and physical capabilities
-
Fast-paced environment
-
Work under pressure
-
Tight deadlines
-
Attention to detail
-
Large caseload
-
Large workload
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.