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financial consultant
Posted on July 15, 2024 by Employer details J&H Financial Corp
Job details
Education: Bachelor's degree. Work setting: Insurance company. 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. Area of specialization: Financial planning. Wealth management. Accounting. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Interpersonal awareness. Organized. Team player. Due diligence. Experience: 1 year to less than 2 years. Health benefits: Dental plan. Vision care benefits. Other benefits: Team building opportunities. Parking available.- LocationCalgary, AB
- Workplace information On site
- Salary$36.00 to $38.00HOUR hourly (To be negotiated) / 40 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Starts as soon as possible
- Benefits: Health benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #3000150
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Insurance company
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
Area of specialization
- Financial planning
- Wealth management
- Accounting
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Interpersonal awareness
- Organized
- Team player
- Due diligence
Benefits
Health benefits
- Dental plan
- Vision care benefits
Other benefits
- Team building opportunities
- Parking available
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-11-12
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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