Financial planner job CALGARY Alberta
Financial planner job CALGARY Alberta
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Financial planner Job



Employer Name: CDI College - Calgary North SpiderID: 13675187
Location: CALGARY, Alberta Date Posted: 2/15/2024
Wage: Category: Finance/Investment
Job Code:

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:campus2106@outlook.com


Contact Information:
Contact Name: CDI College - Calgary North Company Type:
Company:
City: CALGARY
State: Alberta
Zip:

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