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Financial Planning Specialist

2 months ago

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

We are seeking a highly skilled Financial Planning Specialist to join our team at STEPHEN HOUSE AGENCY INC. As a key member of our team, you will be responsible for providing expert financial planning services to our clients.

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:

Our team is a fast-paced environment where you will work under pressure to meet tight deadlines. You will be required to have excellent oral and written communication skills, as well as the ability to work accurately and efficiently.

Benefits:
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
Support for Diversity and Inclusion:

We are committed to creating a welcoming work environment for all employees, including those with disabilities, newcomers and refugees, youth, Indigenous people, and visible minorities. We offer mentorship programs, diversity and cross-cultural training, and other initiatives to support our employees.