financial advisor

Tasks

• Identify clients' financial goals and objectives
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Sort, verify and process financial transactions
• Assess business opportunities and develop strategies
• Advise clients on legal proceedings

Green job

• Involves duties and responsibilities that lead to positive environmental outcomes

Health benefits

• Dental plan
• Health care plan
• Work Term : Permanent
• Work Language : English
• Hours : 35 to 40 hours per week