Education: Bachelor's degree.

Responsibilities

• 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.
• Prepare tax returns.
• Set up and maintain manual and computerized information filing systems.

Experience

2 years to less than 3 years.

Employment Terms Options

• Evening
• Morning
• Day

Supports

• Newcomers and refugees: Participates in a government or community program or initiative that supports newcomers and/or refugees.
• Youth: Participates in a government or community program or initiative that supports youth employment.
• Veterans: Participates in a government or community program or initiative that sup...