financial planner

6 months ago


Timmins, Canada 2789590 Ontario Inc. Full time
  • Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • Experience: 1 year to less than 2 yearsTasks
  • Advise on trust account investments
  • 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
  • Assist in the planning and execution of financial statement auditsWork conditions and physical capabilities
  • Attention to detail
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week

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