- Education: Bachelor's degree
- Experience: Experience an asset
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
Work Term: Permanent
Work Language: English
Hours: 30 hours per week