Education
Bachelor's degree
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 planningPrepare tax returnsSet up and maintain manual and computerized information filing systems
Employment terms options
Evening
Experience
2 years to less than 3 years
Employment terms options
MorningDay
Support for newcomers and refugees
Participates in a government or community program or initiative that supports newcomers and/or refugees
Support for youths
Participates in a government or community program or initiative that supports youth employment
Support for Veterans
Participates in a government or community program or initiative that supports Veterans
Support for Indigenous people
Participates in a government or community program or initiative that supports Indigenous people
Supports for visible minorities
Participates in a government or community program or initiative that supports members of visible minorities
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 40 hours per week