financial planner

3 weeks ago

Kelowna, Canada 1247088 BC LTD Full time
  • Education: Bachelor's degree
  • Experience: 2 years to less than 3 yearsTasks
  • 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
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
  • Investigate possible unethical conduct or breeches of securities or commodity futures lawArea of specialization
  • Financial planningPersonal suitability
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Organized
  • Work Term: Permanent
  • Work Language: English
  • Hours: 32 to 40 hours per week

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