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    financial consultant - Calgary, Canada - J&H Financial Corp

    J&H Financial Corp
    J&H Financial Corp Calgary, Canada

    6 hours ago

    Default job background
    Description
    • Education: Bachelor's degree
    • Experience: 1 year to less than 2 years
    • Work setting

    • Insurance company
    • 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
    • Computer and technology knowledge

    • MS Office
    • Area of specialization

    • Financial planning
    • Wealth management
    • Accounting
    • Work conditions and physical capabilities

    • Fast-paced environment
    • Work under pressure
    • Tight deadlines
    • Attention to detail
    • Personal suitability

    • Accurate
    • Dependability
    • Efficient interpersonal skills
    • Interpersonal awareness
    • Organized
    • Team player
    • Due diligence
    • Health benefits

    • Dental plan
    • Vision care benefits
    • Other benefits

    • Team building opportunities
    • Parking available
    • Work Term: Permanent
    • Work Language: English
    • Hours: 40 hours per week

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