29 Aug
|
VCU Financial
|
Winnipeg
29 Aug
VCU Financial
Winnipeg
Job detailsSalary 38.20 hourly / 37 hours per weekTerms of employment Permanent employment Full timeCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience3 years to less than 5 yearsWork settingWork must be completed at the physical location. There is no option to work remotely.ResponsibilitiesTasksIdentify clients’ financial goals and objectivesDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and investmentsAdminister estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust fundsCredentialsCertificates, licences, memberships,
and coursesCanadian Securities Course (CSC)Conduct and Practices Handbook courseComputer and technology knowledgeMS OfficeInsurance experienceLife insurance productsArea of work experienceMutual fundsArea of specializationWealth managementSecurity and safetyCriminal record checkPersonal suitabilityAccurateOrganizedTeam playerDisability benefitsParamedical services coverageBonusGroup insurance benefitsLife insuranceMileage paidRegistered Retirement Savings Plan (RRSP)Long term benefitsMaternity and parental benefitsOther benefitsFree parking availableLearning/training paid by employerOther benefitsPaid time off (volunteering or personal days)Parking availableTravel insuranceWellness programWho can apply for this job?You can apply if you are:a permanent resident of Canadaa temporary resident of Canada with a valid work permitDo not apply if you are not authorized to work in Canada.#J-18808-Ljbffr
📌 Financial Advisor - C$38.2 An Hour (Winnipeg)
🏢 VCU Financial
📍 Winnipeg