Financial Planner

1 day ago

Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time
Job Title: Financial Planner

We are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:
  • 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
Requirements:
  • Anti-Money Laundering (CAMS) Certification
  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook course
  • Investment Funds Institute of Canada (IFIC) Accreditation
Work Environment:
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseload
Personal Suitability:
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player
Benefits:
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
  • Bonus
  • Commission
  • Group insurance benefits
Support for Employees:
  • Offers mentorship, coaching and/or networking opportunities for employees
  • Provides awareness training to employees to create a welcoming work environment

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for financial planning, please submit your application.

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