Job Description & How to Apply Below
- Education:
Bachelor's degree - Experience:
3 years to less than 5 years Work setting - Investment firm 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
- Arrange for sale of financial products and investments Area of work experience
- Mutual funds Area of specialization
- Financial planning
- Wealth management Work conditions and physical capabilities
- Attention to detail Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence Financial benefits
- Bonus
- Work Term:
Permanent - Work Language:
English - Hours:
32.5 hours per week
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