- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
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 planningAssist in the planning and execution of financial statement audits
Work conditions and physical capabilities
Work under pressureTight deadlinesAttention to detail
Personal suitability
AccurateDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeInterpersonal awarenessJudgementOrganizedTeam playerDue diligence
Work Term: Permanent
Work Language: English
Hours: 35 hours per week