- Education :
- Expérience :
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Tasks
- Advise on trust account investments
- 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
Experience
- 1 year to less than 2 years
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 40 hours per week
Financial Planner - Ontario North
Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Con...
Internship Program-Financial Planner
Assist the Financial Planner in the personalized financial planning process. Internship Program – Financial Planner. Eager to find out more about a career as a financial planner?. You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps. ...
Financial Planner
Personal Financial Planner (PFP) designation,. Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Introduces clients to ...
financial planner
Identify clients' financial goals and objectives. Analyze clients' financial records. Develop financial plans for clients. Arrange for sale of financial products and investments. ...
Virtual Financial Planner (Bilingual, French and English)
Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Virtual Financial Planner can offer you all that and much more. As a BMO Virtual Financial Planner you will be part of a collaborative team ...
Financial Planner - Timmins BBC (12 Month Contract)
Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers. Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing fin...
Business Analyst Level 3
Unified Modeling Language activity diagrams and Business Process Modeling Notation. ...
Business Analyst Intern
Specializing in digital marketing, data science, data analytics, business analytics, cyber security, UI-UX design, web development, and app development, we are dedicated to innovation, excellence, and empowering talents worldwide. Oeson is seeking enthusiastic individuals who are looking to learn wi...
Technical Business Analyst
Including but not limited to activity, process flow, data flow, entity relationship, mind map, roadmap/plan, gap.SWOT analysis, RACI matrix, UI wireframes, user personas/journey maps.IT service management, IT service management applications, IT application development and maintenance projects.Accept...
Head Elementary Administrative Assistant
Head Elementary Administrative AssistantRate of Pay ranges from $25. Acts as the Administrative Assistant to Principal. ...