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 benefits

Life insurance

Mileage paid

Registered Retirement Savings Plan (RRSP)

Long term benefits

Maternity and parental benefits

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.

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