Conseiller patrimonial (remote) (Edmonton)

Conseiller patrimonial (remote) (Edmonton)

05 Nov
|
Team Evolve
|
Edmonton

05 Nov

Team Evolve

Edmonton

Overview

Languages
English
Education
~ Bachelor's degree

Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
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
Arrange for sale of financial products and investments

📌 Conseiller patrimonial (remote) (Edmonton)
🏢 Team Evolve
📍 Edmonton

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