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Job Description & How to Apply Below
Languages:
English
Education
Bachelor's degree
Experience
Experience an asset
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
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
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