financial advisor

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
• Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client

Area of specialization

• Financial planning

Experience

• 1 year to less than 2 years

Health benefits

• Dental plan

Financial benefits

• Group insurance benefits
• Pension plan
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 37.5 hours per week