Financial Services Consultant
2 weeks ago
Education: Bachelor's degree
- Experience: 1 year to less than 2 years
- Economics, general
- Business/commerce, general
- Business administration and management, general
- Accounting and finance
**Tasks**:
- Identify clients' financial goals and objectives
- 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
- Prepare offering prospectus for new issues of stocks and bonds
**Security and safety**:
- Criminal record check
**Personal suitability**:
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
**Other benefits**:
- Free parking available
- On-site amenities
- Work Term: Permanent
- Work Language: English
- Hours: 32 hours per week
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