financial planner

2 weeks ago

Fort McMurray AB TH J, Canada STEPHEN HOUSE AGENCY INC COPERATORS Full time $60,000 - $100,000 per year
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 37.5 hours per week
  • Education:
  • Expérience:
  • Education
  • Secondary (high) school graduation certificate
  • or equivalent experience
  • Work setting
  • Investment firm
  • Relocation costs not covered by employer
  • Insurance company
  • 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
  • Certificates, licences, memberships, and courses
  • Anti-Money Laundering (CAMS) Certification
  • Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning Course
  • Investment Funds Institute of Canada (IFIC) Accreditation
  • Area of specialization
  • Financial planning
  • Wealth management
  • Security and safety
  • Criminal record check
  • Credit check
  • Work conditions and physical capabilities
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseload
  • Personal suitability
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player
  • Screening questions
  • Are you authorized to work in Canada?
  • Do you have experience working in this field?
  • Do you have the above-indicated required certifications?
  • Do you live near the job location?
  • Experience
  • 2 years to less than 3 years
  • Health benefits
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
  • Financial benefits
  • Bonus
  • Commission
  • Other benefits
  • Free parking available
  • Learning/training paid by employer

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