- Education: Bachelor's degree
- Experience: 3 years to less than 5 years
Tasks
Identify clients' financial goals and objectivesMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningSort, verify and process financial transactionsAssess business opportunities and develop strategiesAdvise clients on legal proceedings
Green job
Involves duties and responsibilities that lead to positive environmental outcomes
Health benefits
Dental planHealth care plan
Work Term: Permanent
Work Language: English
Hours: 35 to 40 hours per week
