------------- College/CEGEP
Accounting and finance
Accounting and business/management
Financial planning and services
Investments and securities
Insurance
or equivalent experience
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
------------------------ Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Organized
Due diligence
Screening questions
----------------------- Do you have experience working in this field?
Do you have the equipment you need to work from home (like internet and a workspace)?
Do you live near the job location?
What is the highest level of study you have completed?
Experience
-------------- 3 years to less than 5 years
Workplace information
------------------------- Hybrid
Financial benefits
---------------------- Bonus
Commission
Support for Indigenous people
--------------------------------- Offers mentorship, coaching and/or networking opportunities for Indigenous workers
Duree de l'emploi: Permanent
Langue de travail: Anglais
* Heures de travail: 20 to 35 hours per week
Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.