Education
Bachelor's degree
Work setting
Investment firm
Tasks
Identify clients' financial goals and objectivesAnalyze 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 investments
Area of work experience
Mutual funds
Area of specialization
Financial planningWealth management
Work conditions and physical capabilities
Attention to detail
Personal suitability
AccurateDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeInterpersonal awarenessJudgementOrganizedTeam playerDue diligence
Experience
3 years to less than 5 years
Financial benefits
Bonus
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 32.5 hours per week
