Financial advisor (Wetaskiwin)

- Work Term: Permanent - Work Language: English - Hours: 37 hours per week - Education: 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 - 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 - 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 - 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 - Financial planning - Wealth management - Security and safety - Criminal record check - Work conditions and physical capabilities - Attention to detail - Personal suitability - Accurate - Organized - Team player - Screening questions - Are you authorized to work in Canada? - Are you willing to relocate for this position? - Do you have the required certifications listed in the job posting? - Employment terms options - Morning - Day - Weekend - Health benefits - Dental plan - Disability benefits - Health care plan - Paramedical services coverage - Vision care benefits - Financial advantages - Bonus - Group insurance benefits - Life insurance - Mileage paid - Registered Retirement Savings Plan (RRSP) - Long term benefits - 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 Apply on Kit Job: kitjob.ca/job/2ozpoz