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financial planner
financial plannerAmeli & Associates • Toronto, ON, CA
financial planner

financial planner

Ameli & Associates • Toronto, ON, CA
30+ days ago
Job type
  • Permanent
Job description
  • Education:
  • Expérience:
  • Education

  • Bachelor's degree
  • Work setting

  • Investment firm
  • 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
  • Arrange for sale of financial products and investments
  • Area of work experience

  • Mutual funds
  • Area of specialization

  • Financial planning
  • Wealth management
  • Work conditions and physical capabilities

  • Attention to detail
  • Personal suitability

  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player
  • Due diligence
  • Experience

  • 3 years to less than 5 years
  • Financial benefits

  • Bonus
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 32.5 hours per week
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Financial planner • Toronto, ON, CA

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