financial advisorCredit Union Atlantic • Halifax, NS, CA

financial advisor

Credit Union Atlantic • Halifax, NS, CA

Il y a plus de 30 jours

Type de contrat

Temps plein

Permanent

Description de poste

Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years

Experience : 1 year to less than 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

Health benefits

Dental plan

Financial benefits

Group insurance benefits
Pension plan
Work Term : Permanent
Work Language : English
Hours : 37.5 hours per week

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Financial advisor • Halifax, NS, CA

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