Job Description
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 30 to 35 hours per week
- Education:
- Expérience:
Education
- College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
- or equivalent experience
Work setting
- Private sector
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
Computer and technology knowledge
- MS Office
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Att...