Overview

Languages

English

Education

- Bachelor's degree
- or equivalent experience

Experience

3 years to less than 5 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

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

Credentials

Certificates, licences, memberships, and courses

- Canadian Securities Course (CSC)
- Investment Funds Institute of Canada (IFIC)



Accreditation

Experience and specialization

Area of work experience

- Mutual funds

Area of specialization

- Financial planning
- Financial investigation
- Wealth management

Benefits

Health advantages

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

Financial benefits

- Commission
- Group insurance benefits
- Life insurance
- Registered Retirement Savings Plan (RRSP)

Long term benefits

- Long-term care insurance

Other benefits

- Free parking available
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Team building opportunities
- Travel insurance

📌 associate financial advisor (Corner Brook)
🏢 NLCU
📍 Corner Brook