financial consultantMAX FINANCIAL LTD. • Brampton, ON, CA

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financial consultant

MAX FINANCIAL LTD. • Brampton, ON, CA

30+ days ago

Job type

Full-time

Permanent

Job description

Education : Bachelor's degree

Experience : Experience an asset

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
Assist in the planning and execution of financial statement audits

Employment terms options

Morning
Work Term : Permanent
Work Language : English
Hours : 30 hours per week

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Financial consultant • Brampton, ON, CA

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