Education : Bachelor's degreeExperience : 3 years to less than 5 yearsTasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Arrange for sale of financial products and investments
Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
Work conditions and physical capabilities
- Fast-paced environment
- Work Term : Permanent
- Work Language : English
- Hours : 32 hours per week