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investment advisor - personal finances Verified This job was posted directly by the employer on Job Bank.
Posted on March 06, 2024 by Employer details Asia Standard Americas Ltd
Job details
Education: Bachelor's degree. Work setting: Head office. 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. Computer and technology knowledge: MS Office. Database software. Area of specialization: Financial planning. Wealth management. Work conditions and physical capabilities: Attention to detail. Personal suitability: Efficient interpersonal skills. Judgement. Organized. Due diligence. Screening questions: Are you currently legally able to work in Canada?. Experience: 5 years or more. Health benefits: Dental plan. Health care plan. Vision care benefits.- LocationVancouver, BC
- Salary$74,000YEAR annually / 37.5 hours per week
- Terms of employment Term or contract (ending: 2026-06-30)Full time
- Day, Evening, Night
- Start dateStarts as soon as 2024-07-01 to 2026-06-30
- Benefits: Health benefits
- vacancies 1 vacancy
- Source Job Bank #2818614
Overview
Languages
English
Education
- Bachelor's degree
Experience
5 years or more
Work setting
- Head office
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
Experience and specialization
Computer and technology knowledge
- MS Office
- Database software
Area of specialization
- Financial planning
- Wealth management
Additional information
Work conditions and physical capabilities
- Attention to detail
Personal suitability
- Efficient interpersonal skills
- Judgement
- Organized
- Due diligence
Benefits
Health benefits
- Dental plan
- Health care plan
- Vision care benefits
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-07-04
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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