financial planner

Overview Languages

English

Education

• College/CEGEP

Experience

1 year to less than 2 years

Hybrid

Work must be completed both in person and remotely.

Responsibilities Tasks

• Identify clients' financial goals and objectives
• 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

Experience and specialization Area of specialization

• Financial planning
• Financial technology
• Wealth management
• Accounting

Additional information Personal suitability

• Efficient interpersonal skills
• Excellent oral communication
• Organized

Benefits Financial benefits

• Bonus
• Commission