Education: Expérience: 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 Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds Assist in the planning and execution of financial statement audits Computer and technology knowledge Quick Books MS Office Area of specialization Financial planning Trust and estate administration Accounting Work conditions and physical capabilities Fast-paced setting Work under pressure Attention to detail Experience 1 year to less than 2 years Durée de l'emploi: Permanent Langue de travail: Anglais Heures de travail: 30 to 40 hours per week
📌 financial advisor (Calgary)
🏢 Accel Professional
📍 Calgary
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