financial consultant
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 37.5 hours per week
- Education :
- Expérience :
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
Asset languages
Arabic
Work setting
- Private company, corporation or industry
- Head office
- Private sector
- Financial management / services
Tasks
- 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
- Maintain financial records
- Develop financial procedures
Technical or specialized editing
Financial reports
Area of work experience
Financial statements
Area of specialization
- Financial planning
- Financial examination
- Financial investigation
- Accounting
- Accounting and financial services
Security and safety
Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
Screening questions
- Are you available for the advertised start date?
- Are you currently legally able to work in Canada?
- Do you have previous experience in this field of employment?
- Do you have the above-indicated required certifications?
- What is the highest level of study you have completed?
- What is your current field of study?
Experience
2 years to less than 3 years
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
Life insurance
Long term benefits
Long-term care insurance
Other benefits
- Learning / training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Team building opportunities
- Wellness program
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