financial consultant

6 months ago


Calgary, Canada J&H Financial Corp Full time
  • Education:
  • Expérience: Education
  • Bachelor's degreeWork setting
  • Insurance companyTasks
  • 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 planningComputer and technology knowledge
  • MS OfficeArea of specialization
  • Financial planning
  • Wealth management
  • AccountingWork conditions and physical capabilities
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detailPersonal suitability
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Interpersonal awareness
  • Organized
  • Team player
  • Due diligenceExperience
  • 1 year to less than 2 yearsHealth benefits
  • Dental plan
  • Vision care benefitsOther benefits
  • Team building opportunities
  • Parking available
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 40 hours per week


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