Financial planner Job
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Employer: CDI College - Calgary North
SpiderID: 13675187
Location: CALGARY, Alberta
Posted: 2/15/2024
Wage:
Priority Review Date: 5/15/2024
Job Code / NOC / SOC:
Category: Finance/Investment
Job Description:
Location: 403 33 St NE suite 100,Calgary,AB,T2A 1X5
Salary:52,494 annually / 30 hours per Week
Terms of employment:Permanent employment-Full time-Day, Morning
Start date:Starts as soon as possible
No. of vacancies:1 vacancy
Languages:English
Education:Bachelor's degree
Experience:1 year to less than 2 years
Responsibilities:
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
Experience and specialization
Area of specialization:Financial planning
Personal suitability:
Efficient interpersonal skills
Excellent oral communication
Organized
Team player
Employment groups:This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups: Indigenous people, Persons with disabilities, Newcomers to Canada, Mature workers, Veterans, Visible minorities, Youth
How to apply
By email:[email protected]
Salary:52,494 annually / 30 hours per Week
Terms of employment:Permanent employment-Full time-Day, Morning
Start date:Starts as soon as possible
No. of vacancies:1 vacancy
Languages:English
Education:Bachelor's degree
Experience:1 year to less than 2 years
Responsibilities:
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
Experience and specialization
Area of specialization:Financial planning
Personal suitability:
Efficient interpersonal skills
Excellent oral communication
Organized
Team player
Employment groups:This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups: Indigenous people, Persons with disabilities, Newcomers to Canada, Mature workers, Veterans, Visible minorities, Youth
How to apply
By email:[email protected]
Contact Information:
| Contact Name: CDI College - Calgary North | Type: |
| Company: |