Overview
Languages
English
Education
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
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Identify clients' financial goals and objectives
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Monitor client investments
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Analyze clients' financial records
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Arrange for sale of financial products and investments
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Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
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Assist in the planning and execution of financial statement audits
Credentials
Certificates, licences, memberships, and courses
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Canadian Securities Course (CSC)
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Conduct and Practices Handbook course
Experience and specialization
Computer and technology knowledge
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Bloomberg Terminal
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MS Office
Area of specialization
Additional information
Work conditions and physical capabilities
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Fast-paced environment
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Work under pressure
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Tight deadlines
Personal suitability
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Excellent oral communication
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Excellent written communication
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Judgement
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Organized
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Team player
Benefits
Health benefits
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Dental plan
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Health care plan
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Vision care benefits
Financial benefits
Other benefits
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Paid time off (volunteering or personal days)
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.