- Education :
- Expérience :
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
Large caseload
Experience
- 3 years to less than 5 years
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 32 hours per week
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