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Financial Planner

2 months ago

Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

{"h2": "Job Title: Financial Planner", "p": "We are seeking a skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients\u2019 financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:

* Identify clients\u2019 financial goals and objectives
* Analyze clients\u2019 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
* 1 year to less than 2 years of experience in the field
* Secondary (high) school graduation certificate
* 37.5 hours per week
* Work Language: English
* Work Term: Permanent

What We Offer:

* Bonus
* Commission
* Dental plan
* Disability benefits
* Health care plan
* Paramedical services coverage
* Vision care benefits
* Free parking available
* Learning/training paid by employer

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

Please note that we are an equal opportunities employer and welcome applications from diverse candidates.

Apply now to take the first step towards a rewarding career as a Financial Planner at STEPHEN HOUSE AGENCY INC.

", "h2": "About Us", "p": "At STEPHEN HOUSE AGENCY INC, we are committed to providing our clients with exceptional service and expertise in financial planning. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals.

We are proud to offer a supportive and inclusive work environment that values diversity and promotes professional growth.

If you are passionate about financial planning and want to join a dynamic team, we encourage you to apply for this exciting opportunity.

", "h2": "How to Apply", "p": "To apply for this position, please submit your resume and cover letter to [insert contact information].

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

", "h2": "Contact Us", "p": "For more information about this position or to inquire about other job opportunities, please contact us at [insert contact information].

", "h2": "Support for Persons with Disabilities", "p": "We are committed to creating a welcoming and inclusive work environment for persons with disabilities.

We offer mentorship, coaching, and networking opportunities for persons with disabilities and provide awareness training to employees to create a supportive work environment.

", "h2": "Support for Newcomers and Refugees", "p": "We are proud to participate in government and community programs that support newcomers and refugees.

We offer mentorship programs that pair newcomers and refugees with experienced employees and provide diversity and cross-cultural training to create a welcoming work environment.

", "h2": "Support for Youths", "p": "We are committed to supporting the development of young professionals.

We offer mentorship, coaching, and networking opportunities for youth and provide awareness training to employees to create a supportive work environment.

", "h2": "Support for Indigenous People", "p": "We are dedicated to creating a welcoming and inclusive work environment for Indigenous people.

We offer mentorship, coaching, and networking opportunities for Indigenous workers and provide cultural competency training and awareness training to all employees.

", "h2": "Support for Mature Workers", "p": "We are committed to supporting the career development of mature workers.

We apply hiring policies that discourage age discrimination and provide staff with awareness training to create a welcoming work environment.

We offer mentorship, coaching, and networking opportunities for mature workers and provide resources to help them plan their retirement.

", "h2": "Supports for Visible Minorities", "p": "We are proud to participate in government and community programs that support members of visible minorities.

We apply hiring policies that discourage discrimination against members of visible minorities and offer mentorship programs that pair members of visible minorities with experienced employees.

We provide diversity and cross-cultural training to create a welcoming work environment for members of visible minorities.

"}