Education: Bachelor's degree Experience: 1 year to less than 2 years 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 Work Term: Permanent Work Language: English Hours: 35 to 40 hours per week
📌 financial advisor (Edmonton)
🏢 Team Evolve
📍 Edmonton
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