Address
Form of work
SalaryOverview
Languages
English
Education
- Secondary (high) school graduation certificate
- or equivalent experience
Experience
1 year to less than 2 years
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
Benefits
Health benefits
- Dental plan
