Opportunity Description
Job details
- Location: Surrey, BC V3V 4B8
- Salary: 36.65 hourly / 40 hours per week
- Terms of employment: Permanent employment Full time
- Shifts: Morning, Day, Evening
- Start: As soon as possible
- Source: Job Bank #
Experience
2 years to less than 3 years
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
- Identify clients' financial goals and objectives
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning
- Prepare tax returns
- Set up and maintain manual and computerized information filing systems
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Employment groups
Newcome...
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