Job details

• Location: Surrey, BC V3V 4B8
• Salary: 36.65 hourly / 40 hours per week
• Terms of employment: Permanent employment Full time
• Shifts: Morning, Day, Evening
• Start: As soon as possible
• Source: Job Bank #

Experience

2 years to less than 3 years

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

• Identify clients' financial goals and objectives
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning
• Prepare tax returns
• Set up and maintain manual and computerized information filing systems

This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:

Employment groups

Newcome...