Languages
English
Education
College degree in business, finance or accounting, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent work experience of 5 years
Experience
5 years or more
Security and Safety
Criminal record check
Work Conditions and Physical Capabilities
Tight deadlines, Attention to detail, Repetitive tasks, Work under pressure, Fast-paced environment
Expertise and Knowledge
- Servicing needs of clients
- Identify clients' financial goals and objectives.
- Analyze clients' financial records.
- Develop financial plans for clients.
- Make recommendations concerning cash management, investment planning, retirement and estate planning.
Skills Requirements
Effective interpersonal skills, Excellent communication, Organized, Accurate, Client focus, Team player, Reliability, Dependability, Flexibility
Apply by email: cambridgehure@gmail.com