Overview

- Job Duration: Permanent
- Language of Work: English
- Hours of Work: 30 to 35 hours per week
- Education:
- Experience:
Education
- College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
- or equivalent experience
Work setting
- Private sector
Tasks
- 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
Computer and technology knowledge
- MS Office
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Judgement
- Organized
- Team player
- Due diligence
- Reliability
Experience
- 7 months to less than 1 year
Employment terms options
- Morning
- Day
- Weekend
Green job
- Involves duties and responsibilities that lead to positive environmental outcomes
Support for persons with disabilities
- Offers mentorship, coaching and/or networking opportunities for persons with disabilities
- Provides awareness training to employees to create a welcoming work environment for persons with disabilities




Support for newcomers and refugees
- Offers mentorship programs that pair newcomers and/or refugees with experienced employees
- Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees
Support for youths
- Offers mentorship, coaching and/or networking opportunities for youth
- Provides awareness training to employees to create a welcoming work environment for youth
Support for Veterans
- Offers mentorship, coaching and/or networking opportunities for Veterans
- Provides awareness training to employees to create a welcoming work environment for Veterans
Support for Indigenous people
- Offers mentorship, coaching and/or networking opportunities for Indigenous workers
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
Support for mature workers
- Provides staff with awareness training to create a welcoming work workplace for mature workers
- Offers mentorship, coaching and/or networking opportunities for mature workers
Supports for visible minorities
- Offers mentorship programs that pair members of visible minorities with experienced employees
- Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities

📌 Account manager (Brampton)
🏢 CareerBeacon
📍 Brampton