Teleworking Information Remote work available

Personal Suitability

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

Security and Safety Confidential security clearance

Work Setting Investment firm; Brokerage house

Area of Specialization Financial planning

Specific Skills

Identify clients' financial goals and objectives; Analyze clients' financial records; Develop financial plans for clients

Experience 1 to less than 7 months

Education

College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsor equivalent experience

Languages English