Associate financial advisor

Job in Langley, BC, Canada

Listing for: Hoovest Enterprises Corp.

Full Time position
Listed on 2026-07-22

Job specializations:

Finance & Banking
Financial Advisor / Consultant, Wealth Management

Durée de l'emploi:
Permanent
Langue de travail:
Anglais
Heures de travail: 37 hours per week
Education:
Expérience:
Bachelor's degree
Investment firm
Financial services industry
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
Canadian Securities Course (CSC)
Bloomberg Terminal
MS Office
Mutual funds
Financial planning
Financial examination
Financial investigation
Trust and estate administration
Financial technology
Trading
Wealth management
Criminal record 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?
Do you meet the language requirements listed in the job posting for the position (English or French)?
2 years to less than 3 years
Morning
Day
Free parking available

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