About this role
Education: Bachelor's degree. Work setting: Private company, corporation or industry. Tasks: Identify clients' financial goals and objectives. Supervise staff. 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. Reconcile accounts. Prepare T4 statements and other statements. Experience: 1 year to less than 2 years. Green job: Involves duties and responsibilities that lead to positive environmental outcomes.