Associate Financial Advisor

7 months ago


Saskatoon, Canada OLSON INSURANCE GROUP LTD Full time

Education:

- Expérience:
**Education**:

- Secondary (high) school graduation certificate
**Tasks**:

- 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
**Certificates, licences, memberships, and courses**:

- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
- Investment Funds Institute of Canada (IFIC) Accreditation
**Area of work experience**:

- Mutual funds
**Security and safety**:

- Criminal record check
**Personal suitability**:

- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Team player
**Experience**:

- 1 year to less than 2 years
**Green job**:

- Involves duties and responsibilities that lead to positive environmental outcomes
**Workplace information**:

- Remote work available
**Health benefits**:

- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
**Financial benefits**:

- Commission
**Other benefits**:

- Free parking available
- Paid time off (volunteering or personal days)
- Team building opportunities
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 35 hours per week



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