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    {"h2": "Job Title: Financial Planner", "p": "We are seeking a skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients\u2019 financial goals and objectives, analyzing their financial records, and developing personalized financial plans. Key Responsibilities: * Identify...

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financial planner

4 months ago

Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time
  • 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