About this role
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years. Tasks: Advise on trust account investments. 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. Assist in the planning and execution of financial statement audits. Employment terms options: Early morning. Evening. Experience: 1 year to less than 2 years. Employment terms options: Morning. Day.