Financial Advisor

Employer: Accel Professional Corporation

Location: Calgary, Alberta

Salary: $40.00 to $45.00 hourly (to be negotiated)

Languages: English Education: Bachelor's degree Experience: 1 year to less than 2 years Tasks: 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. Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds. Assist in the planning and execution of financial statement audits Computer and technology knowledge: Quick Books. MS Office Area of specialization: Financial planning. Trust and estate administration. Accounting Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Attention to detail