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Tasks
- 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 coursesﾠ
- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
- Investment Funds Institute of Canada (IFIC) Accreditation
Area of work experience
- Mutual funds
Security and safety
- Criminal record check
Personal suitability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Team player
Green job
- Involves duties and responsibilities that lead to positive environmental outcomes
Workplace information
- Remote work available
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Commission
Other benefits
- Free parking available
- Paid time off (volunteering or personal days)
- Team building opportunities
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