Perfect Financial Friends Corp
Calgary, AB
Détails de l'emploi :
- Job Duration: Permanent
- Language of Work: English
- Hours of Work: 35 hours per week
- Education:
- Experience: Education
- Bachelor's degree 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
- Co-ordinate, assign and review work Computer and technology knowledge
- Quick Books
- MS Office Area of specialization
- Accounting Screening questions
- Are you available for shift or on-call work?
- Do you have experience working in this field? Employment terms options
- Evening Experience
- 3 years to less than 5 years Employment terms options
- Morning
- Day Financial benefits
- As per collective agreement Support for persons with disabilities
- Provides awareness training to employees to create a welcoming work environment for persons with disabilities Support for newcomers and refugees
- Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees Support for youths
- Provides awareness training to employees to create a welcoming work environment for youth Support for Veterans
- Provides awareness training to employees to create a welcoming work environment for Veterans Support for Indigenous people
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers Support for mature workers
- Provides staff with awareness training to create a welcoming work environment for mature workers Supports for visible minorities
- Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities