· Location:: Bolton, ON L7E 3B6
· Employment groups:: Visible minorities, Persons with disabilities, Indigenous people, Newcomers to Canada
· Terms of employment:: Permanent employment, Full time 40 hours/week
· Employment conditions: Morning, Day, Evening
Job Description
· Create company's financial arrangements including cash management, banking, insurance policy, savings, taxation, and legal issues
· Evaluate the financial records of company, set targets, and create a financial plan
· Provide appropriate feedback on the execution of the financial plan to help company meet its objectives
· Maintain financial database
· Purchase financial products and investments and track the portfolio to check its quality and profitability
· Maintain and review budget adjustments, maintain running accounts and other fiscal documents and reports
· Review and compare past expense and prepare a proposed budget
· Ensure compliance with relevant laws and regulations, banks, credit companies, insurance companies, and other financial services and institutions
· Perform other duties as required and assigned
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:: Judgement, Excellent oral communication, Effective interpersonal skills, Excellent written communication, Initiative, Interpersonal awareness, Organized, Accurate, Dependability, Team player
Additional Skills:: Supervise staff
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
How to apply
By email:: jobs.ontariobestcarrier@gmail.com
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