Terms of employment Permanent employment Full time
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience
3 years to less than 5 years
Work setting
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
Identify clients’ financial goals and objectives
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
Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income...