financial planner

3 days ago

Stratford ON NA K, Canada BJM Financial Services Full time
  • Education:
  • Expérience:
  • Education
  • College/CEGEP
  • Accounting and finance
  • Accounting and business/management
  • Financial planning and services
  • Investments and securities
  • Insurance
  • or equivalent experience
  • Tasks
  • 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
  • Insurance experience
  • Life insurance products
  • Area of specialization
  • Financial planning
  • Financial technology
  • Wealth management
  • Accounting
  • Investment funds
  • Personal suitability
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Organized
  • Due diligence
  • Screening questions
  • Do you have experience working in this field?
  • Do you have the equipment you need to work from home (like internet and a workspace)?
  • Do you live near the job location?
  • What is the highest level of study you have completed?
  • Experience
  • 3 years to less than 5 years
  • Workplace information
  • Hybrid
  • Financial benefits
  • Bonus
  • Commission
  • Support for Indigenous people
  • Offers mentorship, coaching and/or networking opportunities for Indigenous workers
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 20 to 35 hours per week

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