Financial Advisor

6 months ago


Canada Gestion Finance Conseil Full time

Education: Other trades certificate or diploma
- Experience: Experience an asset
**Work setting**:

- Urban area
- Private sector
**Tasks**:

- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Underwrite new issues of stocks and bonds
- Negotiate with corporations and government to determine the type and terms of new securities issue
**Area of specialization**:

- Financial planning
- Investment underwriting
**Work conditions and physical capabilities**:

- Attention to detail
**Personal suitability**:

- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Initiative
- Judgement
- Organized
- Team player
**Screening questions**:

- Are you currently legally able to work in Canada?
- Do you currently reside in proximity to the advertised location?
- Do you have previous experience in this field of employment?
- Do you have the above-indicated required certifications?
**Other benefits**:

- Free parking available
- Work Term: Permanent
- Work Language: French
- Hours: 30 to 40 hours per week



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