About this role
Education: College/CEGEP. 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. Assist in the planning and execution of financial statement audits. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Personal suitability: Accurate. Dependability. Excellent oral communication. Excellent written communication. Organized. Team player. Experience: 2 years to less than 3 years. Green job: Involves duties and responsibilities that lead to positive environmental outcomes.