Associate Financial Advisor

2 weeks ago


Edmonton, Alberta, Canada Smart Hub Insurance Full time

Education:
Bachelor's degree

  • Experience: 1 year to less than 2 years

Work setting:

  • Willing to relocate

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
  • Arrange for sale of financial products and investments
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Computer and technology knowledge:

  • MS Office

Area of specialization:

  • Financial planning

Work conditions and physical capabilities:

  • Fastpaced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseload

Personal suitability:

  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Organized
  • Team player
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week


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