Discover jobs
Job Search
financial planner
Posted on September 13, 2024 by Employer details STEPHEN HOUSE AGENCY INC
Job details
Education: Secondary (high) school graduation certificate. Work setting: Investment firm. Relocation costs not covered by employer. 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. Arrange for sale of financial products and investments. Certificates, licences, memberships, and courses : Anti-Money Laundering (CAMS) Certification. Canadian Securities Course (CSC). Conduct and Practices Handbook course. Investment Funds Institute of Canada (IFIC) Accreditation. Area of work experience: Mutual funds. Area of specialization: Financial planning. Wealth management. Security and safety: Criminal record check. Credit 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: Are you currently legally able to work in Canada?. Do you have previous experience in this field of employment?. Do you have the above-indicated required certifications?. What is the highest level of study you have completed?. Experience: 1 year to less than 2 years. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Bonus. Commission. Group insurance benefits. Other benefits: Free parking available. Learning/training paid by employer. Support for persons with disabilities: Offers mentorship, coaching and/or networking opportunities for persons with disabilities . Provides awareness training to employees to create a welcoming work environment for persons with disabilities. Applies accessible and inclusive recruitment policies that accommodate persons with disabilities . Support for newcomers and refugees: Participates in a government or community program or initiative that supports newcomers and/or refugees. Offers mentorship programs that pair newcomers and/or refugees with experienced employees . Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees . Support for youths: Offers mentorship, coaching and/or networking opportunities for youth. Provides awareness training to employees to create a welcoming work environment for youth. Support for Indigenous people: Offers mentorship, coaching and/or networking opportunities for Indigenous workers . Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations . Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers . Support for mature workers: Applies hiring policies that discourage age discrimination . Provides staff with awareness training to create a welcoming work environment for mature workers . Offers mentorship, coaching and/or networking opportunities for mature workers . Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.) . Supports for visible minorities: Participates in a government or community program or initiative that supports members of visible minorities. Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.). Offers mentorship programs that pair members of visible minorities with experienced employees. Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities.- Location9612-FRANKLIN AVEFort McMurray, ABT9H 2J9
- Workplace information On site
-
Salary$50,000YEAR annually / 37.5 hours per week
+ 50% commission per sale Minimum wage is guaranteed - Terms of employment Permanent employmentFull time
- Day, Evening, Weekend, Flexible Hours, To be determined
- Start date Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Other benefits
- vacancies 2 vacancies
- Source Job Bank #3080692
Overview
Languages
English
Education
- Secondary (high) school graduation certificate
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
- Investment firm
- Relocation costs not covered by employer
- 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
- Arrange for sale of financial products and investments
Credentials
Certificates, licences, memberships, and courses
- Anti-Money Laundering (CAMS) Certification
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
- Investment Funds Institute of Canada (IFIC) Accreditation
Experience and specialization
Area of work experience
- Mutual funds
Area of specialization
- Financial planning
- Wealth management
Additional information
Security and safety
- Criminal record check
- Credit 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
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Commission
- Group insurance benefits
Other benefits
- Free parking available
- Learning/training paid by employer
Employment groups Help - Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for persons with disabilities
- Offers mentorship, coaching and/or networking opportunities for persons with disabilities
- Provides awareness training to employees to create a welcoming work environment for persons with disabilities
- Applies accessible and inclusive recruitment policies that accommodate persons with disabilities
Support for newcomers and refugees
- Participates in a government or community program or initiative that supports newcomers and/or refugees
- Offers mentorship programs that pair newcomers and/or refugees with experienced employees
- Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees
Support for youths
- Offers mentorship, coaching and/or networking opportunities for youth
- Provides awareness training to employees to create a welcoming work environment for youth
Support for Indigenous people
- Offers mentorship, coaching and/or networking opportunities for Indigenous workers
- Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
Support for mature workers
- Applies hiring policies that discourage age discrimination
- Provides staff with awareness training to create a welcoming work environment for mature workers
- Offers mentorship, coaching and/or networking opportunities for mature workers
- Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.)
Supports for visible minorities
- Participates in a government or community program or initiative that supports members of visible minorities
- Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
- Offers mentorship programs that pair members of visible minorities with experienced employees
- Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities
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
2024-09-27
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.
Report a problem with this job posting
- Date modified: