About the Role
Overview
Languages: English
Education
- Bachelor's degree
Experience
Experience an asset
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Supervise staff
- 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
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Assist in the planning and execution of financial statement audits
Ready to Apply?
Submit your application today and take the next step in your career journey with Max Financial Ltd..
Apply Now