Financial advisor
VCU Financial Ltd. Wetaskiwin, Alberta
Permanent
Full time
As soon as possible
Description
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 37 hours per week
- Education:
- Expérience:
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- Financial services industry
- 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
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
- MS Office
- Life insurance products
- Mutual funds
- Financial planning
- Wealth management
- Criminal record check
- Attention to detail
- Accurate
- Organized
- Team player
- 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?
- 3 years to less than 5 years
- Morning
- Day
- Weekend
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
- Bonus
- Group insurance benefits
- Life insurance
- Mileage paid
- Registered Retirement Savings Plan (RRSP)
- Maternity and parental benefits
- Free parking available
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Parking available
- Travel insurance
- Wellness program
Salary: $38.20 hourly
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