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Financial Services Professional

2 months ago

Edmonton, Alberta, Canada 2463954 ALBERTA INC Full time
About the Role

We are seeking a highly skilled Financial Services Professional to join our team at 2463954 ALBERTA INC. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Financial Planning: Analyze clients' financial records and develop comprehensive financial plans to help them achieve their goals.
  • Product and Service Arrangement: Arrange for the sale of financial products and investments that meet clients' needs and objectives.
  • Professional Development: Stay up-to-date with industry developments and best practices by completing relevant courses and certifications, such as the Canadian Securities Course (CSC) and the Canadian Institute of Financial Planning Course.
Requirements
  • Education: Bachelor's degree in a relevant field.
  • Experience: 3 years to less than 5 years of experience in a related field.
  • Work Conditions: Large caseload, permanent work term, and 32 hours per week.
  • Language: English.