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account manager
With some duties as an investment representative
Posted on July 09, 2024 by Employer details Hosper Mortgage Administration Inc.
Job details
Education: Bachelor's degree. or equivalent experience. Asset languages: Hindi. Work setting: Urban area. Investment firm. Private company, corporation or industry. Financial services industry. Tasks: Advise on trust account investments. Identify clients' financial goals and objectives. Analyze clients' financial records. Develop financial plans for clients. Arrange for sale of financial products and investments. Certificates, licences, memberships, and courses : Association of Mortgage Brokers Course. Investment Funds Institute of Canada (IFIC) Accreditation. Computer and technology knowledge: MS Office. Real estate experience: Investment. Area of specialization: Financial planning. Mortgage brokering. Wealth management. Residential real estate. Loans and mortgages. Investor relations. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Judgement. Organized. Team player. Due diligence. Screening questions: Do you have previous experience in this field of employment?. Do you have the above-indicated required certifications?. Experience: 2 years to less than 3 years. Health benefits: Dental plan. Health care plan. Financial benefits: Bonus. Group insurance benefits. Registered Retirement Savings Plan (RRSP). Other benefits: Learning/training paid by employer. On-site amenities. Other benefits. Paid time off (volunteering or personal days). Team building opportunities. Parking available. Support for persons with disabilities: Provides physical accessibility accommodations (for example: ramps, elevators, etc.). Supports for visible minorities: Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.).- Location21 St. Clair Ave EToronto, ONM4T 1L9
- Workplace information On site
- Salary$60,000 to $100,000YEAR annually (To be negotiated) / 40 hours per week
- Terms of employment Permanent employmentFull time
- Morning
- Start date Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #2985173
This employer has applied for a Labour Market Impact Assessment (LMIA) to hire a foreign worker to fill labour or skills shortages on a temporary basis. Canadians and Permanent residents are able and encouraged to apply. Learn more.
Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
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.
Asset languages
- Hindi
Work setting
- Urban area
- Investment firm
- Private company, corporation or industry
- Financial services industry
Responsibilities
Tasks
- Advise on trust account investments
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Arrange for sale of financial products and investments
Credentials
Certificates, licences, memberships, and courses
- Association of Mortgage Brokers Course
- Investment Funds Institute of Canada (IFIC) Accreditation
Experience and specialization
Computer and technology knowledge
- MS Office
Real estate experience
- Investment
Area of specialization
- Financial planning
- Mortgage brokering
- Wealth management
- Residential real estate
- Loans and mortgages
- Investor relations
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Judgement
- Organized
- Team player
- Due diligence
Benefits
Health benefits
- Dental plan
- Health care plan
Financial benefits
- Bonus
- Group insurance benefits
- Registered Retirement Savings Plan (RRSP)
Other benefits
- Learning/training paid by employer
- On-site amenities
- Other benefits
- Paid time off (volunteering or personal days)
- Team building opportunities
- Parking available
Employment groups Help - Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for persons with disabilities
- Provides physical accessibility accommodations (for example: ramps, elevators, etc.)
Supports for visible minorities
- Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
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.
Advertised until
2024-09-26
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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