- Education : Bachelor's degree
- Experience : 2 years to less than 3 years
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Prepare offering prospectus for new issues of stocks and bonds
Work conditions and physical capabilities
- Work under pressure
- Attention to detail
- Work Term : Permanent
- Work Language : English
- Hours : 32 hours per week
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