financial advisor

VCU Financial Ltd.


Date: 14 hours ago
City: Wetaskiwin, Alberta
Salary: CA$38.2 per hour
Contract type: Full time
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 37 hours per week
  • Education:
  • Expérience:

  • Education

  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 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

  • 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

  • Screening questions

  • Are you currently legally able to work in Canada?
  • Are you willing to relocate for this position?
  • Do you have the above-indicated required certifications?
  • What is the highest level of study you have completed?

  • Experience

  • 3 years to less than 5 years

  • Health benefits

  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits

  • Financial benefits

  • Bonus
  • Group insurance benefits
  • Life insurance
  • Mileage paid
  • Registered Retirement Savings Plan (RRSP)

  • Long term benefits

  • Maternity and parental benefits

  • 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
Post a CV

See more jobs in Wetaskiwin, AB