Job details Location: Surrey, BC V3V 4B8 Salary: 36.65 hourly / 40 hours per week Terms of employment: Permanent employment Full time Shifts: Morning, Day, Evening Start: As soon as possible Source: Job Bank # Experience 2 years to less than 3 years Work must be completed at the physical location. There is no option to work remotely. Responsibilities Identify clients' financial goals and objectives Develop financial plans for clients Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning Prepare tax returns Set up and maintain manual and computerized information filing systems This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups: Employment groups Newcomers and refugees Participates in a government or community program or initiative that supports newcomers and/or refugees Youth Participates in a government or community program or initiative that supports youth employment Veterans Participates in a government or community program or initiative that supports Veterans Indigenous people Participates in a government or community program or initiative that supports Indigenous people Visible minorities Participates in a government or community program or initiative that supports members of visible minorities Who can apply for this job? Canadian citizens and permanent or temporary residents of Canada Other candidates, with or without a valid Canadian work permit Advertised until APS SECURITY SOLUTIONS LTD. Management of Companies and Enterprises 2 job postings advertised Medium-sized business (between 5 and 100 employees) #J-18808-Ljbffr