Personal Suitability

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

Work Location Information Urban area

Work Conditions and Physical Capabilities

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

Transportation/Travel Information Public transportation is available

Security and Safety Criminal record check; Basic security clearance

Area of Specialization

Accounting; Financial examination; Financial planning

Additional Skills Supervise staff

Specific Skills

Review and examine financial services and institutions to ensure compliance with governing legislation and regulation; Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client; Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning; Identify clients' financial goals and objectives; Arrange for sale of financial products and investments; Analyze clients' financial records; Develop financial plans for clients

Experience 1 year to less than 2 years

Education Bachelor's degree

Languages English