Education
Secondary (high) school graduation certificate or equivalent experience
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 investments
Experience
1 year to less than 2 years
Employment terms options
ShiftMorningDayOvertime available
Health benefits
Dental plan
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 40 hours per week
