financial planner

Additional Information

• Education: Bachelor's degree
• Experience: 2 years to less than 3 years

Tasks

• 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 planning
• Arrange for sale of financial products and investments
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Investigate possible unethical conduct or breeches of securities or commodity futures law

Area of specialization

• Financial planning

Personal suitability

• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Organized

Screening questions

• Are you willing to relocate for this position?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?
• What is the highest level of study you have completed?
• Work Term: Permanent
• Work Language: English
• Hours: 32 to 40 hours per week