Education
Bachelor's degree
Tasks
Identify clients' financial goals and objectivesSupervise staffAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and investmentsNegotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of clientAssist in the planning and execution of financial statement audits
Employment terms options
Morning
Experience
Experience an asset
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 30 hours per week
