financial consultant

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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