financial planner

Education

• College, CEGEP or other non-university certificate or diploma from a program of 1 year to 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

Experience

• 1 year to less than 2 years
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 40 hours per week