Shirley Guibernas
financial advisor
Job Description
Job Details
- Location: 350 Rutherford Road S Plaza 2 Brampton, ON L6W 4N6
- Salary: $36.06 hourly, 35-40 hours per week + 26% commission per sale. Minimum wage guaranteed
- Terms of employment: Permanent, full time
- Education: Community college, general, vocational college (CEGEP) administration; Business administration and management, general; College/university preparatory programs
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
- Arrange for sale of financial products and investments
Qualifications
- Experience: 1 to less than 7 months
- Computer and technology knowledge: MS Office
- Area of specialization: Wealth management