Job Description

Education

  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • or equivalent experience

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

Certificates, licences, memberships, and courses

  • Investment Funds Institute of Canada (IFIC) Accreditation

Computer and technology knowledge

  • Quick Books
  • MS Office

Area of work experience

  • Mutual funds

Area of specialization

  • Financial investigation
  • Accounting

Screening questions

  • Are...

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