About

Education: Bachelor's degree. 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. Experience: Experience an asset.