Job Description
Education: Bachelor's degree.
Responsibilities
- 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.
- Prepare tax returns.
- Set up and maintain manual and computerized information filing systems.
Experience
2 years to less than 3 years.
Employment Terms Options
- Evening
- Morning
- Day
Supports
- Newcomers and refugees: Participates in a government or community program or initiative that supports newcomers and/or refugees.
- Youth: Participates in a government or community program or initiative that supports youth employment.
- Veterans: Participates in a government or community program or initiative that sup...
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