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 Productive 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 perks Free parking available Apply on Kit Job: kitjob.ca/job/2pgf2w