About this role
Education: Bachelor's degree. Work setting: Willing to relocate. 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. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Experience: 3 years to less than 5 years. Employment terms options: Day. Weekend. Health benefits: Health care plan. Paramedical services coverage. Financial benefits: As per collective agreement. Group insurance benefits.