Education: Bachelor's degree
Experience: 3 years to less than 5 years
Tasks
--------- Identify clients' financial goals and objectives
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Sort, verify and process financial transactions
Assess business opportunities and develop strategies
Advise clients on legal proceedings
Green job
------------- Involves duties and responsibilities that lead to positive environmental outcomes
Health benefits
------------------- Dental plan
Health care plan
Work Term: Permanent
Work Language: English
* Hours: 35 to 40 hours per week
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