Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Tasks
Advise on trust account investmentsIdentify 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 investmentsAssist in the planning and execution of financial statement audits
Employment terms options
Early morningEvening
Experience
1 year to less than 2 years
Employment terms options
MorningDay
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 30 to 40 hours bi-weekly