financial consultant

1 month ago


Ottawa, Canada TAAG Full time
  • Work Term: Permanent
  • Work Language: English
  • Hours: 37.5 hours per week
  • Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • Experience: 2 years to less than 3 years
  • or equivalent experienceAsset languages
  • ArabicWork setting
  • Private company, corporation or industry
  • Head office
  • Private sector
  • Financial management/servicesTasks
  • 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
  • Maintain financial records
  • Develop financial proceduresTechnical or specialized editing
  • Financial reportsArea of work experience
  • Financial statementsArea of specialization
  • Financial planning
  • Financial examination
  • Financial investigation
  • Accounting
  • Accounting and financial servicesSecurity and safety
  • Criminal record checkWork conditions and physical capabilities
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detailPersonal suitability
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team playerScreening questions
  • Are you available for the advertised start date?
  • Are you currently legally able to work in Canada?
  • Do you have previous experience in this field of employment?
  • Do you have the above-indicated required certifications?
  • What is the highest level of study you have completed?
  • What is your current field of study?Health benefits
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefitsFinancial benefits
  • Life insuranceLong term benefits
  • Long-term care insuranceOther benefits
  • Learning/training paid by employer
  • Other benefits
  • Paid time off (volunteering or personal days)
  • Team building opportunities
  • Wellness program


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