financial consultant

Education

• Bachelor's degree

Tasks

• 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

Experience

• 3 years to less than 5 years
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 32 hours per week