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    financial planner - Calgary, Canada - CDI College - Calgary North

    CDI College - Calgary North
    CDI College - Calgary North Calgary, Canada

    6 days ago

    Default job background
    Description
    • Education:
    • Expérience:
    • Education

    • Bachelor's degree
    • Tasks

    • Identify clients' financial goals and objectives
    • Analyze clients' financial records
    • Develop financial plans for clients
    • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
    • Area of specialization

    • Financial planning
    • Personal suitability

    • Efficient interpersonal skills
    • Excellent oral communication
    • Organized
    • Team player
    • Experience

    • 1 year to less than 2 years
    • Durée de l'emploi: Permanent
    • Langue de travail: Anglais
    • Heures de travail: 30 hours per week

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