Financial Services Advisor - Edmonton, Canada - ALLTIME INVESTMENTS INC

ALLTIME INVESTMENTS INC
ALLTIME INVESTMENTS INC
Verified Company
Edmonton, Canada

4 days ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter


Description

Education:
Bachelor's degree

  • Experience: 2 years to less than 3 years

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
  • Prepare offering prospectus for new issues of stocks and bonds

Work conditions and physical capabilities:


  • Work under pressure
  • Attention to detail
  • Work Term: Permanent
  • Work Language: English
  • Hours: 32 hours per week

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