Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year. or equivalent experience. Work setting: Private sector. 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. Arrange for sale of financial products and investments. Computer and technology knowledge: MS Office. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Judgement. Organized. Team player. Due diligence. Reliability. Experience: 7 months to less than 1 year. Employment terms options: Morning. Day. Weekend. Green job: Involves duties and responsibilities that lead to positive environmental outcomes. Support for persons with disabilities: Offers mentorship, coaching and/or networking opportunities for persons with disabilities . Provides awareness training to employees to create a welcoming work environment for persons with disabilities. Support for newcomers and refugees: Offers mentorship programs that pair newcomers and/or refugees with experienced employees . Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees . Support for youths: Offers mentorship, coaching and/or networking opportunities for youth. Provides awareness training to employees to create a welcoming work environment for youth. Support for Veterans: Offers mentorship, coaching and/or networking opportunities for Veterans. Provides awareness training to employees to create a welcoming work environment for Veterans . Support for Indigenous people: Offers mentorship, coaching and/or networking opportunities for Indigenous workers . Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers . Support for mature workers: Provides staff with awareness training to create a welcoming work environment for mature workers . Offers mentorship, coaching and/or networking opportunities for mature workers . Supports for visible minorities: Offers mentorship programs that pair members of visible minorities with experienced employees. Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities.