Financial Advisor Wetaskiwin

Job details Salary 38.20 hourly / 37 hours per week Terms of employment Permanent employment Full time College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years Experience 3 years to less than 5 years Work setting Work must be completed at the physical location. There is no option to work remotely. Responsibilities Tasks Identify clients’ financial goals and objectives 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 Credentials Certificates, licences, memberships, and courses Canadian Securities Course (CSC) Conduct and Practices Handbook course Computer and technology knowledge MS Office Insurance experience Life insurance products Area of work experience Mutual funds Area of specialization Wealth management Security and safety Criminal record check Personal suitability Accurate Organized Team player Disability benefits Paramedical services coverageBonus Group insurance perks Life insurance Mileage paid Registered Retirement Savings Plan (RRSP) Long term advantages Maternity and parental advantages 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 Who can apply for this job? You can apply if you are: a permanent resident of Canada a temporary resident of Canada with a valid work permit Do not apply if you are not authorized to work in Canada. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2nhr9v