financial planner

Job Listing No: 9740000

financial planner

Freedom 55 Financial – Charlottetown, PE – Freedom 55 Financial Job requirements Languages English Education Secondary (high) school graduation certificate . Experience Will train . Area of Specialization Mortgage brokering; Financial planning . Work Setting Investment firm; Insurance company . Specific Skills Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client; Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning; Identify clients’ financial goals and objectives; Arrange for sale of financial products and investments; Develop financial plans for clients . Security and Safety Driver’s validity licence check; Credit check; Criminal record check . Transportation/Travel Information Own transportation; Valid driver’s licence . Work Conditions and Physical Capabilities Fast-paced environment . Work Location Information On-site customer service; Wor… – Permanent – Full-time

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