Associate financial advisor (Langley)

- Work Term: Permanent - Work Language: English - Hours: 37 hours per week - Education: Bachelor's degree - Experience: 2 years to less than 3 years - Work setting - Investment firm - 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 - Certificates, licences, memberships, and courses - Canadian Securities Course (CSC) - Computer and technology knowledge - Bloomberg Terminal - MS Office - Area of work experience - Mutual funds - Area of specialization - Financial planning - Financial examination - Financial investigation - Trust and estate administration - Financial technology - Trading - Wealth management - Security and safety - Criminal record check - Work conditions and physical capabilities - Fast-paced setting - 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 - Due diligence - Screening questions - Are you authorized to work in Canada? - Do you have experience working in this field? - Do you have the required certifications listed in the job posting? - Do you live near the job location? - Do you meet the language requirements listed in the job posting? - Employment terms options - Morning - Day - Other benefits - Free parking available Apply on Kit Job: kitjob.ca/job/2p087e