Associate financial advisor
NLCU Stephenville, Terre-Neuve et Labrador
Permanent
Temps plein
Aussitôt que possible
Description du poste
- Education: Bachelor's degree
- Experience: 3 years to less than 5 years
- or equivalent experience
- 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)
- Investment Funds Institute of Canada (IFIC) Accreditation
- Mutual funds
- Financial planning
- Financial investigation
- Wealth management
- Do you have experience working in this field?
- Do you have the required certifications listed in the job posting?
- Morning
- Day
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
- Commission
- Group insurance benefits
- Life insurance
- Registered Retirement Savings Plan (RRSP)
- Long-term care insurance
- Free parking available
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Team building opportunities
- Travel insurance
- Work Term: Permanent
- Work Language: English
- Hours: 37.5 hours per week
Salary: $57,890.00 to $72,363.00 annually (to be negotiated)
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