financial advisor  

Halifax - NS, Nova Scotia,CANADA

 Job id: HR# 22251
Posted by: Credit Union Atlantic
Category:   Financial

Job Overview

 
 

Job Description

Overview

Company Name-Credit Union Atlantic

Address-7105 Chebucto Road suite 350, Halifax, NS B3L 4W8

Languages

English

Education

  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • Financial planning and services

Experience

1 year to less than 2 years

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

Experience and specialization

Area of specialization

  • Financial planning
 

How to apply

By email

careers@cua.com