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...

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