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financial consultant
3 weeks ago
Overview
Languages
English
Education
- Bachelor's degree
Experience
Experience an asset
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
- 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
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Assist in the planning and execution of financial statement audits
