Financial services consultant

Biznes Financial Services Inc based in Edmonton, AB is inviting applications from suitable candidates for the position of Financial services consultant 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.

Employer Name: Biznes Financial Services Inc
Position: Financial services consultant
No. of vacancies: 1
Salary: $42.00 hourly for 32 hours per week
Employment type: Permanent employment, Full time
Location: Edmonton, AB

Job Description

  • The candidate must identify the financial goals and objectives of the clients.
  • 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 review and inspect financial services and institutions to ensure compliance with applicable legislation and regulations.
  • The candidate will be expected to investigate potential unethical behaviour or violations of securities or commodity futures law.
  • The candidate will be required to negotiate with corporations and the government to determine the type and terms of a new securities issue.
  • The candidate will be expected to prepare offering prospectuses for new stock and bond issues.
  • The candidate will be expected to negotiate mortgage loans and submit mortgage applications on behalf of the client to lenders or lending institutions.
  • 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 have effective interpersonal skills.
  • The candidate should have excellent written communication skills.
  • The candidate must be interpersonally aware.
  • The candidate must be well-organized.
  • The candidate should be a good team player.

Additional information

Work conditions and physical capabilities

  • 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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