- Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- Experience : 1 year to less than 2 years
Tasks
- Advise on trust account investments
- Identify clients' financial goals and objectives
- Supervise staff
- 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
- Assist in the planning and execution of financial statement audits
Work conditions and physical capabilities
- Attention to detail
- Work Term : Permanent
- Work Language : English
- Hours : 40 hours per week
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