financial advisor (Chilliwack)

financial advisor (Chilliwack)

05 Oct
|
BETHESDA MEDICAL CLINIC
|
Chilliwack

05 Oct

BETHESDA MEDICAL CLINIC

Chilliwack

Education: Bachelor's degree Experience: 1 year to less than 2 years Tasks Advise on trust account investments 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 Arrange for sale of financial products and investments Employment terms options Day Work Term: Permanent Work Language: English Hours: 40 hours per week

📌 financial advisor (Chilliwack)
🏢 BETHESDA MEDICAL CLINIC
📍 Chilliwack

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