Overview
Languages
English
Education
Secondary (high) school graduation certificate
or equivalent experience
Experience
1 year to less than 2 years
Responsibilities
Tasks
Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
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
Underwrite new issues of stocks and bonds
Benefits
Health benefits
Dental plan
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