Education: Bachelor's degree. Tasks: 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. Prepare tax returns. Set up and maintain manual and computerized information filing systems. Employment terms options: Evening. Experience: 2 years to less than 3 years. Employment terms options: Morning. Day. Support for newcomers and refugees: Participates in a government or community program or initiative that supports newcomers and/or refugees. Support for youths: Participates in a government or community program or initiative that supports youth employment. Support for Veterans: Participates in a government or community program or initiative that supports Veterans . Support for Indigenous people: Participates in a government or community program or initiative that supports Indigenous people. Supports for visible minorities: Participates in a government or community program or initiative that supports members of visible minorities.