Personal Suitability

Initiative; Effective interpersonal skills; Accurate; Team player; Excellent oral communication; Excellent written communication; Interpersonal awareness; Dependability; Judgement; Organized

Work Location Information

Willing to relocate; Relocation costs not covered by employer

Work Conditions and Physical Capabilities

Fast-paced environment; Work under pressure; Attention to detail; Large caseload; Tight deadlines

Transportation/Travel Information Own transportation; Valid driver's licence

Security and Safety

Driver's validity licence check; Credit check; Criminal record check

Work Setting Investment firm; Insurance company

Area of Specialization Financial planning

Specific Skills

Review and examine financial services and institutions to ensure compliance with governing legislation and regulation; Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning; Identify clients' financial goals and objectives; Arrange for sale of financial products and investments; Analyze clients' financial records; Develop financial plans for clients

Experience 2 years to less than 3 years

Credentials (certificates, licences, memberships, courses, etc.)

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

Education

College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 yearor equivalent experience

Languages English