- Education : Bachelor's degree
- Experience : 1 year to less than 2 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
- Assist in the planning and execution of financial statement audits
Personal suitability
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Interpersonal awareness
- Organized
Screening questions
Are you currently legally able to work in Canada?
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Group insurance benefits
- Life insurance
Other benefits
- Free parking available
- On-site amenities
- Work Term : Permanent
- Work Language : English
- Hours : 35 hours per week
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