Perfect Financial Friends Corp
Calgary, AB
Posted yesterday
Job Details:
$38.00 / hour
Full-time
Experienced
Overview
- 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 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 Employment terms options
- Early morning
- Evening Employment terms options
- Morning
- Day
- Work Term: Permanent
- Work Language: English
- Hours: 30 to 40 hours bi-weekly
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