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Financial Services Advisor
2 weeks ago
Work Term: Permanent
- Work Language: English
- Hours: 35 to 40 hours per week
- Education: Bachelor's degree
- Experience: 5 years or more
**Work setting**:
- Urban area
- Insurance company
- Private company, corporation or industry
- Financial services industry
- Private sector
- Remote or mobile
**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
- Arrange for sale of financial products and investments
**Certificates, licences, memberships, and courses**:
- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
- Investment Funds Institute of Canada (IFIC) Accreditation
**Computer and technology knowledge**:
- MS Office
**Insurance experience**:
- Life insurance
**Area of specialization**:
- Financial planning
- Wealth management
**Security and safety**:
- Criminal record check
**Work conditions and physical capabilities**:
- Fast-paced environment
- Attention to detail
**Personal suitability**:
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
**Screening questions**:
- 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?
**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
- Vision care benefits
**Financial benefits**:
- Bonus
- Commission
- Group insurance benefits
- Life insurance
**Other benefits**:
- Free parking available
- Learning/training paid by employer
- Team building opportunities
- Variable or compressed work week
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