adviser for finance

Job Description

Complete job description
Learning:
Experience: Learning
College, CEGEP, or another non-university certificate or certification from a one- to two-year program
Activities
Determine the financial goals and objectives of your customers.
Oversee employees
Examine the financial records of your customers.
Create financial strategies for your customers.
Provide advice on money management, insurance, investing, retirement, and estate preparation.
Make plans for the selling of investments and financial goods.
On behalf of a customer, negotiate mortgage loans and submit mortgage applications to lenders or lending organizations.
Specialization area
Budgeting
Experience
One year to under two years
Advantages for health
Dental strategy
Financial advantages
Benefits of group insurance
Pension scheme
Duration of employment: Permanent
Work language: English Work hours: 37.5 hours per week