financial advisor

1 week ago


Wetaskiwin AB TA S, Canada VCU Financial Ltd. Full time $60,000 - $80,000 per year
  • 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 authorized 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

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