- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
Work setting
Private company, corporation or industry
Tasks
Identify clients' financial goals and objectivesSupervise staffDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and investmentsAssist in the planning and execution of financial statement auditsReconcile accountsPrepare T4 statements and other statements
Green job
Involves duties and responsibilities that lead to positive environmental outcomes
Work Term: Permanent
Work Language: English
Hours: 30 hours per week