Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 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 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
Experience
1 year to less than 2 years
Health benefits
Dental plan
Financial benefits
Group insurance benefitsPension plan
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 37.5 hours per week
