associate financial advisor
Privaloma:Security
Education:
Bachelor's degree.
Work setting:
Investment firm. Financial services industry.
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.
Certificates, licences, memberships, and courses :
Canadian Securities Course (CSC).
Computer and technology knowledge:
Bloomberg Terminal. MS Office.
Area of work experience:
Mutual funds.
Area of specialization:
Financial planning. Financial examination. Financial investigation. Trust and estate administration. Financial technology. Trading. Wealth management.
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.
Screening questions:
- Do you have experience working in this field?.
- Do you have the required certifications listed in the job posting?.
- Do you meet the language requirements listed in the job posting for the position (English or French)?.
Experience:
2 years to less than 3 years.
Employment terms options:
Day.
Other benefits:
Free parking available.