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  • Position Type: Full Time
  • Location: calgary
  • Employer Type: Business
  • Application Deadline: 2027-02-16
  • Job ID: 29787
  • Job Category: Accounting
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Gurpreet Singh Thathgur

Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
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
Advise on trust account investments
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
Assist in the planning and execution of financial statement audits
Wage rate- $36

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