------------- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Work setting
---------------- Insurance company
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
Area of specialization
-------------------------- Wealth management
Experience
-------------- 2 years to less than 3 years
Green job
------------- Involves duties and responsibilities that lead to positive environmental outcomes
Health benefits
------------------- Health care plan
Financial benefits
---------------------- Group insurance benefits
Duree de l'emploi: Permanent
Langue de travail: Anglais
* Heures de travail: 32 to 40 hours per week
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