The financial project would be working with our team of financial professionals in helping our clients identify what their Financial IQ is and how to improve it.  This would be a 2-3 month at 20hours a week. 

This will be a combination of working in our office A113 – 2099 Lougheed Hwy, Port Coquitlam BC, V3B 1A8 Canada and also working from home. 

Work involved would be 

1. Managing and updating our CRM

2. Preparing files for proposals and client needs analysis 

3. Running out in person educational and online