Financial Advisor

Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 37 hours per week
- Education:

- Expérience:

- **Education**:

- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- ** Work setting**:

- Financial services industry
- ** Tasks**:

- Advise on trust account investments
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- ** Certificates, licences, memberships, and courses**:

- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
- ** Computer and technology knowledge**:

- MS Office
- ** Area of work experience**:

- Mutual funds
- ** Area of specialization**:

- Financial planning
- Wealth management
- ** Security and safety**:

- Criminal record check
- ** Work conditions and physical capabilities**:

- Attention to detail
- ** Screening questions**:

- Are you currently legally able to work in Canada?
- Are you willing to relocate for this position?
- Do you have the above-indicated required certifications?
- What is the highest level of study you have completed?
- ** Experience**:

- 3 years to less than 5 years
- ** Health benefits**:

- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
- ** Financial benefits**:

- Bonus
- Group insurance benefits
- Life insurance
- Mileage paid
- Registered Retirement Savings Plan (RRSP)
- ** Long term benefits**:

- Maternity and parental benefits
- ** Other benefits**:

- Free parking available
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Parking available
- Travel insurance
- Wellness program