Associate Financial Advisor
OLSON INSURANCE GROUP LTD | Saskatoon | www.saskjobs.ca |
This Job has been imported from the National Job Bank. For more information please click the link to view the job on the National Job Bank.
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Skills and Abilities […]
• 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
Certificates, licences, memberships, and coursesﾠ
• Canadian Securities Course (CSC)
• Canadian Institute of Financial Planning Course […]
Area of work experience...
View the full posting on […]
Skills and Abilities […]
• 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
Certificates, licences, memberships, and coursesﾠ
• Canadian Securities Course (CSC)
• Canadian Institute of Financial Planning Course […]
Area of work experience...
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