Screening questions

Do you have previous experience in this field of employment?; Do you have education in this field of employment?

Health benefits Health care plan

Personal Suitability

Effective interpersonal skills; Excellent oral communication; Dependability; Organized

Work Location Information Urban area

Work Conditions and Physical Capabilities

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

Transportation/Travel Information Public transportation is available

Work Setting Insurance company

Specific Skills

Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning; Identify clients' financial goals and objectives; Analyze clients' financial records; Develop financial plans for clients

Health benefits Health care plan

Experience 2 years to less than 3 years

Education

College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years

Languages English