associate financial advisor

Aufgaben

• 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.

Anforderungen

Education Bachelor's degree. or equivalent experience.

Certificates, licences, memberships, and courses

• Canadian Securities Course (CSC).
• Investment Funds Institute of Canada (IFIC) Accreditation.

Area of work experience Mutual funds.

Area of specialization Financial planning. Financial investigation. Wealth management.

Screening questions

• Do you have experience working in this field?.
• Do you have the required certifications listed in the job posting?.

3 years to less than 5 years.

Wir bieten

Health benefits

• 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.

Sonstiges

Employment terms options

• Morning.
• Day.