Financial Advisor

Credentials

Certificates, licences, memberships, and courses 

• Canadian Securities Course (CSC)

Experience and specialization

Computer and technology knowledge

• MS Office

Area of specialization

• Financial planning
• Financial examination
• Financial investigation
• Investment underwriting
• Mortgage brokering
• Financial technology
• Investigation
• Wealth management
• Accounting

Additional information

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence

Benefits

Financial benefits

• Group insurance benefits

Other benefits

• Free parking available