Job Description & How to Apply Below
- Work Term:
Permanent - Work Language:
English - Hours:
37 hours per week - Education:
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience:
3 years to less than 5 years Work setting - 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
- Arrange for sale of financial products and investments
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course Computer and technology knowledge
- MS Office Insurance experience
- Life insurance products Area of work experience
- Mutual funds Area of specialization
- Financial planning
- Wealth management Security and safety
- Criminal record check Work conditions and physical capabilities
- Attention to detail Personal suitability
- Accurate
- Organized
- Team player Screening questions
- Are you authorized to work in Canada?
- Are you willing to relocate for this position?
- Do you have the required certifications listed in the job posting? Employment terms options
- Morning
- Day
- Weekend Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits Financial benefits
- Bonus
- Group insurance benefits
- Life insurance
- Mileage paid
- Registered Retirement Savings Plan (RRSP) Long term benefits
- Maternity and parental benefits Other benefits
- Free parking available
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Parking available
- Travel insurance
- Wellness program
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