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financial services advisor Verified This job was posted directly by the employer on Job Bank.
Posted on May 31, 2024 by Employer details ALLTIME INVESTMENTS INC
Job details
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. Prepare offering prospectus for new issues of stocks and bonds. Work conditions and physical capabilities: Work under pressure. Attention to detail. Experience: 2 years to less than 3 years.- Location1408 -161 Street SWEdmonton, ABT6W 3P6
- Salary$35.10HOUR hourly / 32 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #2941218
Overview
Languages
English
Education
- Bachelor's degree
Experience
2 years to less than 3 years
Responsibilities
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
Additional information
Work conditions and physical capabilities
- Work under pressure
- Attention to detail
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-07-28
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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