Description
Job details
- Salary: 36.00 hourly / 30 to 40 hours bi-weekly
- Terms of employment: Permanent employment Full time
- Schedule: Early morning, Morning, Day, Evening
- Start: As soon as possible
- Source: Job Bank #
Education
- College, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years
Experience
1 year to less than 2 years
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- 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 ...
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