financial consultant

at  TAAG

Ottawa, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate07 Nov, 2024USD 70000 Annual08 Aug, 20245 year(s) or aboveFinancial StatementsNoNo
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Description:

  • Durée de l’emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 37.5 hours per week
  • Education:
  • Expérience:

EDUCATION

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

AREA OF WORK EXPERIENCE

  • Financial statements

WORK CONDITIONS AND PHYSICAL CAPABILITIES

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

EXPERIENCE

  • 5 years or more

How To Apply:

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Responsibilities:

  • Identify clients’ financial goals and objectives
  • Analyze clients’ financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Maintain financial records
  • Develop financial procedures


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Diploma

College cegep or other non-university certificate or diploma from a program of 1 year to 2 years

Proficient

1

Ottawa, ON, Canada