Financial Advisor

Education

Secondary (high) school graduation certificate or equivalent experience.

• 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.

• Anti‑Money Laundering (CAMS) Certification
• Canadian Securities Course (CSC)
• Canadian Institute of Financial Planning Course
• Investment Funds Institute of Canada (IFIC) Accreditation

• Financial planning
• Wealth management

• Criminal record check
• Credit check

• Fast‑paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence

• Are you authorized to work in Canada?
• Do you have experience working in this field?
• Do you have the required certifications listed in the job posting?
• Do you live near the job location?

• Use of artificial intelligence

• Day

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

• Bonus
• Commission

• Free parking available
• Learning/training paid by employer