financial consultantMax Financial Ltd. • Brampton, Peel Region, CA
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financial consultant
Max Financial Ltd. • Brampton, Peel Region, CA
Il y a 11 jours
Type de contrat
- Temps plein
Description de poste
2 days ago – Be among the first 25 applicants
Overview
Languages : English
Education : Bachelor's degree
Experience : Experience is an asset
Location : On site – Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
- 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
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
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Financial Consultant • Brampton, Peel Region, CA
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