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financial consultant
Posted on July 31, 2024 by Employer details Bengal Logistics Corp.
Job details
Education: Bachelor's degree. Work setting: Finance. Tasks: Identify clients' financial goals and objectives. Analyze clients' financial records. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Assist in the planning and execution of financial statement audits. Provide financial, business and tax advice. Plan and control budget and expenditures. Plan and manage budgets. Negotiate rates and terms. Establish and implement policies and procedures for buying and selling of financial products. Ensure compliance with government regulations. Plan short- and long-term cash flows and assess financial performance. Identify potential markets. Analyze market research data to improve business decisions or activities . Area of specialization: Financial examination. Work conditions and physical capabilities: Attention to detail. Personal suitability: Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Organized. Team player. Experience: 3 years to less than 5 years. Health benefits: Health care plan.- LocationCalgary, AB
- Workplace information On site
- Salary$34.00HOUR hourly / 30 to 40 hours per week
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- Benefits: Health benefits
- vacancies 1 vacancy
- Source Job Bank #3022116
Overview
Languages
English
Education
- Bachelor's degree
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Finance
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Assist in the planning and execution of financial statement audits
- Provide financial, business and tax advice
- Plan and control budget and expenditures
- Plan and manage budgets
- Negotiate rates and terms
- Establish and implement policies and procedures for buying and selling of financial products
- Ensure compliance with government regulations
- Plan short- and long-term cash flows and assess financial performance
- Identify potential markets
- Analyze market research data to improve business decisions or activities
Experience and specialization
Area of specialization
- Financial examination
Additional information
Work conditions and physical capabilities
- Attention to detail
Personal suitability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
Benefits
Health benefits
- Health care plan
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-11-28
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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