Associate financial advisor
Hoovest Enterprises Corp. Langley, Colombie-Britannique
Permanent
Aussitôt que possible
Description du poste
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 37 hours per week
- Education:
- Expérience:
- Bachelor's degree
- Investment firm
- 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
- Canadian Securities Course (CSC)
- Bloomberg Terminal
- MS Office
- Mutual funds
- Financial planning
- Financial examination
- Financial investigation
- Trust and estate administration
- Financial technology
- Trading
- Wealth management
- Criminal record check
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
- Are you authorized to work in Canada?
- Do you have experience working in this field?
- Do you have the required certifications listed in the job posting?
- Do you live near the job location?
- Do you meet the language requirements listed in the job posting?
- 2 years to less than 3 years
- Morning
- Day
- Free parking available
Salary: $70,514.60 annually
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