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Location
Calgary, ABT3J 0Z7
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Work location
On site
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Salary$38.00HOUR hourly / 35 hours per week
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Terms of employment
Permanent employmentFull time
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Morning, Day, Evening
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Starts as soon as possible
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Benefits:
Financial benefits
- vacancies
2 vacancies
- Source
Job Bank
#3692514
Overview
Languages
English
Education
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
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Advise on trust account investments
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Identify clients' financial goals and objectives
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Supervise staff
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Analyze clients' financial records
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Develop financial plans for clients
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Arrange for sale of financial products and investments
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Assist in the planning and execution of financial statement audits
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Co-ordinate, assign and review work
Experience and specialization
Computer and technology knowledge
Area of specialization
Benefits
Financial benefits
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As per collective agreement