Financial management officer
- Infinity Wealth Solutions Inc.
- Hamilton, Ontario, Canada
- Job ID : 44372
- Category : Finance
- Job Type : Full-Time
- Salary : $42 Hourly
- Anticipated Start Date : As soon as possible
- Posting Date : 07 Feb 2022
- Expiry Date : 06 Aug 2022
NOTE: This job listing has expired and may no longer be relevant!
Description
Job requirements
Languages
English
Education
Bachelor's degree
Experience
2 years to less than 3 years
Work Conditions and Physical Capabilities
Fast-paced environment, Work under pressure, Tight deadlines, Attention to detail, Large caseload
Personal Suitability
Dependability, Accurate, Organized, Interpersonal awareness, Initiative, Effective interpersonal skills, Excellent oral communication, Team player, Judgement
Additional Skills
Supervise staff
Area of Specialization
Financial planning
Specific Skills
Identify clients' financial goals and objectives, Analyze clients' financial records, 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, Review and examine financial services and institutions to ensure compliance with governing legislation and regulation, 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, Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Employment groups: Youth, Veterans of the Canadian Armed Forces, Visible minorities, Indigenous people, Newcomers to Canada, Seniors, Apprentices
Permanent employment, Full time37.5 hours / week
How to Apply
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