About this role
Tasks
- Identify clients' financial goals and objectives
- Supervise staff
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Assist in the planning and execution of financial statement audits
- Reconcile accounts
- Prepare T4 statements and other statements
How to Apply
By mail: 2221 41 Ave NE suite 13 Calgary, Alberta T2E9E1
Requirements
Education
Bachelor's degree
Experience
1 year to less than 2 years
Compensation Details
$40.68 hourly
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