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Timmins

    financial planner - Timmins, Canada - 2789590 Ontario Inc.

    2789590 Ontario Inc.
    2789590 Ontario Inc. Timmins, Canada

    2 weeks ago

    Default job background
    Description
    • Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
    • Experience: 1 year to less than 2 years

      • Tasks

    • Advise on trust account investments
    • 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
    • Arrange for sale of financial products and investments
    • Assist in the planning and execution of financial statement audits

      • Work conditions and physical capabilities

    • Attention to detail
    • Work Term: Permanent
    • Work Language: English
    • Hours: 40 hours per week
  • 2789590 Ontario Inc.

    financial planner

    2 weeks ago

    2789590 Ontario Inc. Timmins, Canada

    Education: · Expérience: · Education · College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years · Tasks · Advise on trust account investments · Identify clients' financial goals and objectives · Supervise staff · Analyze clients' financi ...

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