Address
Form of work
SalaryOverview
Languages
English
Education
- Secondary (high) school graduation certificate
Experience
1 year to less than 2 years
Green job Help - Green job - HelpGreen job - Help
Green jobs contribute to environmental preservation, conservation, and restoration. Learn more about green jobs.
This information was provided by the employer; it was not verified by Job Bank.
Green job - Help
Green jobs contribute to environmental preservation, conservation, and restoration. Learn more about green jobs.
This information was provided by the employer; it was not verified by Job Bank.
The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.
Responsibilities
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
Credentials
Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
- Investment Funds Institute of Canada (IFIC) Accreditation
Experience and specialization
Area of work experience
- Mutual funds
Additional information
Security and safety
- Criminal record check
Personal suitability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Team player
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Commission
Other benefits
- Free parking available
- Paid time off (volunteering or personal days)
- Team building opportunities
