Full-Time

Investment Advisor Personal Finances

Posted on Jun 28

Ymca Of Greater Toronto

Toronto, ON

Screening questions

Are you currently legally able to work in Canada?; What is your current level of study?; What is your current field of study?

Other benefits

On-site amenities; Learning/training paid by employer; Paid time off (volunteering or personal days); Team building opportunities; Parking available; Wellness program

Long term benefits

Group insurance benefits; Life insurance; Pension plan; Other benefits; Maternity and parental benefits

Financial benefits As per collective agreement

Health benefits

Health care plan; Disability benefits; Dental plan; Vision care benefits

Workplace information Remote work available

Personal Suitability Accurate; Team player; Dependability; Organized

Work Location Information On-site customer service

Transportation/Travel Information

Own transportation; Public transportation is available

Security and Safety Criminal record check; Basic security clearance

Work Setting Government department and/or agency

Area of Specialization

Financial examination; Financial planning; Employment agency services

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

Financial benefits As per collective agreement

Long term benefits

Group insurance benefits, Life insurance, Pension plan, Other benefits, Maternity and parental benefits

Other benefits

On-site amenities, Learning/training paid by employer, Paid time off (volunteering or personal days), Team building opportunities, Parking available, Wellness program

Health benefits

Health care plan, Disability benefits, Dental plan, Vision care benefits

Experience 1 to less than 7 months

Education College/CEGEP

Languages English

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