Financial Services Consultant - Edmonton, Canada - YewTX Accounting Ltd.
2 weeks ago
Description
Education:
Bachelor's degree
- Experience: 1 year to less than 2 years
- Economics, general
- Business/commerce, general
- Business administration and management, general
- Accounting and finance
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
- Prepare offering prospectus for new issues of stocks and bonds
Security and safety:
- Criminal record check
Personal suitability:
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
Other benefits:
- Free parking available
- Onsite amenities
- Work Term: Permanent
- Work Language: English
- Hours: 32 hours per week
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