About this role
Education: Secondary (high) school graduation certificate.
Tasks
Identify clients' financial goals and objectives. Supervise staff. Analyze clients' financial records. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Arrange for sale of financial products and investments. Negotiate with corporations and government to determine the type and terms of new securities issue. Prepare offering prospectus for new issues of stocks and bonds. Assist in the planning and execution of financial statement audits. Government programs: Recognized employer. Experience: 1 year to less than 2 years.