Financial management officer

Infinity Wealth Solutions Inc. based in Hannon, ON is inviting applications from suitable candidates for the position of Financial management officer who are self-motivated and have good interpersonal skills. The candidate who got selected will be required to start work as soon as possible. The vacancies refer to Permanent employment or Full time job. The shift timings include Day and Morning.

Employer Name: Infinity Wealth Solutions Inc.
Position: Financial management officer
No. of vacancies: 1
Salary: $42.00 hourly for 37.5 hours per week
Employment type: Permanent employment, Full time
Location: Hannon, ON

Job Description

  • The candidate must identify the financial goals and objectives of the clients.
  • The candidate will be expected to supervise employees.
  • The candidate will be required to examine the financial records of clients.
  • The candidate will be responsible for creating financial plans for clients.
  • The candidate will be expected to make recommendations on cash management, insurance, investment planning, retirement planning, and estate planning.
  • The candidate must arrange for the sale of financial products and investments.
  • The candidate will be expected to review and inspect financial services and institutions to ensure compliance with applicable legislation and regulations.
  • The candidate will be in charge of negotiating with corporations and the government to determine the type and terms of new securities issues.
  • The candidate must prepare offering prospectuses for new stock and bond issues
  • The candidate will be required to administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, receive and record investment income, and disburse trust funds.

Job Requirements

  • The candidate should be fluent in English language.
  • The candidate must have a Bachelor’s degree.
  • The ideal candidate will have at least 2 to 3 years of experience in a related industry.
  • The candidate should be accurate.
  • The candidate should be dependable.
  • The candidate should have effective interpersonal skills.
  • The candidate should have excellent oral communication skills.
  • The candidate must be capable of acting on their own initiative.
  • The candidate must be interpersonally aware.
  • The candidate should have good judgemental skills.
  • The candidate must be well-organized.
  • The candidate should be a good team player.

Experience and Specialization

Area of Specialization

  • The candidate must be knowledgeable about financial planning.

Additional Information

Work Conditions and Physical Capabilities

  • The candidate should be able to work in fast-paced busy environment.
  • The candidate should be willing to work under pressure.
  • The candidate must finished the work with in the given time line.
  • The candidate should have an eye for details.
  • The candidate must be able to handle a large case load.

How to Apply

If you are interested in applying, apply through the given options.

By email

[email protected]

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