Financial planner/Timmins
Job Description
Posted on May 14, 2024 by Employer details 2789590 Ontario Inc.
Job details
- Location Timmins, ON
- Salary40.00 hourly / 40 hours per week
- Terms of employment Permanent employment Full time
- Day, Early Morning, Morning
- Start date Starts as soon as possible
- vacancies1 vacancy
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience
1 year to less than 2 years
Responsibilities
Tasks
- Advise on trust account investments
- 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
Additional information
Work conditions and physical capabilities
- Attention to detail
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
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