Personal Suitability

Initiative; Effective interpersonal skills; Accurate; Team player; Excellent oral communication; Excellent written communication; Interpersonal awareness; Dependability; Judgement; Organized

Work Location Information Relocation costs not covered by employer

Work Conditions and Physical Capabilities

Fast-paced environment; Work under pressure; Attention to detail; Tight deadlines

Transportation/Travel Information Valid driver's licence

Security and Safety

Driver's validity licence check; Criminal record check

Survey Specialization Law

Work Setting Insurance company

Area of Specialization

Trust and estate administration; Financial planning

Additional Skills Supervise staff

Specific Skills

Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning; Identify clients' financial goals and objectives; Analyze clients' financial records; Develop financial plans for clients

Experience 5 years or more

Education Bachelor's degree

Languages English