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 advantages Health care plan Paramedical services coverage Vision care perks 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/2ph7nz