financial planner
3 weeks ago
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 37.5 hours per week
- Education:
- Expérience: Education
- Secondary (high) school graduation certificateWork setting
- Investment firm
- Insurance companyTasks
- 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 investmentsCertificates, licences, memberships, and courses
- Anti-Money Laundering (CAMS) Certification
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
- Investment Funds Institute of Canada (IFIC) AccreditationArea of specialization
- Financial planning
- Wealth managementSecurity and safety
- Criminal record check
- Credit checkWork conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseloadPersonal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team playerScreening questions
- Are you currently legally able to work in Canada?
- Do you have previous experience in this field of employment?
- What is the highest level of study you have completed?Experience
- 1 year to less than 2 yearsHealth benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefitsFinancial benefits
- Bonus
- Commission
- Group insurance benefitsOther benefits
- Free parking available
- Learning/training paid by employerSupport 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
- Applies accessible and inclusive recruitment policies that accommodate persons with disabilities Support for newcomers and refugees
- Participates in a government or community program or initiative that supports newcomers and/or 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 youthSupport for Indigenous people
- Offers mentorship, coaching and/or networking opportunities for Indigenous workers
- Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers Support for mature workers
- Applies hiring policies that discourage age discrimination
- Provides staff with awareness training to create a welcoming work environment for mature workers
- Offers mentorship, coaching and/or networking opportunities for mature workers
- Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.) Supports for visible minorities
- Participates in a government or community program or initiative that supports members of visible minorities
- Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
- 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
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