- Education: College/CEGEP
- Experience: 2 years to less than 3 years
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 investmentsAssist in the planning and execution of financial statement audits
Work conditions and physical capabilities
Fast-paced environmentWork under pressureTight deadlines
Personal suitability
AccurateDependabilityExcellent oral communicationExcellent written communicationOrganizedTeam player
Green job
Involves duties and responsibilities that lead to positive environmental outcomes
Work Term: Permanent
Work Language: English
Hours: 30 to 35 hours per week