investment advisor - personal finances
- Education : Bachelor's degree
- Experience : 5 years or more
Work setting
Head office
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
Computer and technology knowledge
- MS Office
- Database software
Area of specialization
- Financial planning
- Wealth management
Work conditions and physical capabilities
Attention to detail
Personal suitability
- Efficient interpersonal skills
- Judgement
- Organized
- Due diligence
Screening questions
Are you currently legally able to work in Canada?
Health benefits
- Dental plan
- Health care plan
- Vision care benefits
- Work Term : Temporary
- Work Language : English
- Hours : 37.5 hours per week
investment advisor - personal finances
Investment planning, retirement and estate planning Computer and technology knowledge MS Office Database software Area of specialization Financial planning Wealth management Work conditions and..
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