- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
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
Certificates, licences, memberships, and courses
- Investment Funds Institute of Canada (IFIC) Accreditation
Computer and technology knowledge
- Quick Books
- MS Office
Area of work experience
- Mutual funds
Area of specialization
- Financial investigation
- Accounting
Screening questions
- Are you authorized to work in Canada?
- Are you willing to relocate for this position?
- Do you have the required certifications listed in the job posting?
- Do you meet the language requirements listed in the job posting?
Experience
- 1 year to less than 2 years
Employment terms options
- Morning
Health perks
- Health care plan
Other benefits
- Free parking available
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 35 hours per week