financial consultantMAX FINANCIAL LTD. • Brampton, ON, CA
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financial consultant
MAX FINANCIAL LTD. • Brampton, ON, CA
30+ days ago
Job type
- Full-time
- Permanent
Job descriptionEducation : Bachelor's degree Experience : Experience an asset
Tasks
- 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
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Assist in the planning and execution of financial statement audits
- Morning
- Work Term : Permanent
- Work Language : English
- Hours : 30 hours per week
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Financial consultant • Brampton, ON, CA
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