- Education : Bachelor's degree
- Experience : 3 years to less than 5 years
Work setting
Finance
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Assist in the planning and execution of financial statement audits
- Provide financial, business and tax advice
- Plan and control budget and expenditures
- Plan and manage budgets
- Negotiate rates and terms
- Establish and implement policies and procedures for buying and selling of financial products
- Ensure compliance with government regulations
- Plan short- and long-term cash flows and assess financial performance
- Identify potential markets
- Analyze market research data to improve business decisions or activities
Area of specialization
Financial examination
Work conditions and physical capabilities
Attention to detail
Personal suitability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
Health benefits
- Health care plan
- Work Term : Permanent
- Work Language : English
- Hours : 30 to 40 hours per week
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