- Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- Experience: 1 year to less than 2 years
- Financial planning and services
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 client
Area of specialization
Financial planning
Work Term: Permanent
Work Language: English
Hours: 30 to 40 hours per week