- Education :
- Expérience :
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Tasks
- Identify clients' financial goals and objectives
- Supervise staff
- 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
- Assist in the planning and execution of financial statement audits
Work conditions and physical capabilities
Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
Experience
- 1 year to less than 2 years
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 40 hours per week
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