11 Sep 2023
Financial Planner-1247088 BC LTD
- 1247088 BC LTD
- Anywhere
- Job ID : 113978
- Category :
- Job Type : Full-Time
- Salary : $34.50 Hourly
- Anticipated Start Date : As soon as possible
- Posting Date : 11 Sep 2023
- Expiry Date : 10 Sep 2024
Description
1247088 BC LTD located at 203-145 Asher Road, Kelowna, BC V1X 3H5 Canada requires 1 Financial Planner
Job Title: Financial Planner
Position: 1 (Full time & Permanent)
Education: Bachelor's degree
Experience: 2 years to less than 3 years
Wage: $34.50/hr for 40 hours per week
Skills: Problem Solving and working with others
Duties:
- 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
- Arrange for sale of financial products and investments
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Investigate possible unethical conduct or breeches of securities or commodity futures law
How to apply:
By mail:
203-145 Asher Road, Kelowna, BC V1X 3H5
By email:
jobs.bulzormortgages@gmail.com
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