Financial advisor
Accel Professional Corporation Calgary, Alberta
Permanent
Temps plein
Aussitôt que possible
Description du poste
- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
- Quick Books
- MS Office
- Financial planning
- Trust and estate administration
- Accounting
- Fast-paced environment
- Work under pressure
- Attention to detail
- Work Term: Permanent
- Work Language: English
- Hours: 30 to 40 hours per week
Salary: $40.00 to $45.00 hourly (to be negotiated)
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