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financial advisor

financial advisor

Gestion Finance ConseilJonquière, QC, CA
24 days ago
Job type
  • Permanent
Job description
  • Education :
  • Expérience :

    • Education

    • Other trades certificate or diploma

      • Work setting

    • Urban area
    • Financial services industry
    • Private sector

      • Tasks

    • Identify clients' financial goals and objectives
    • Analyze clients' financial records
    • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
    • Underwrite new issues of stocks and bonds
    • Negotiate with corporations and government to determine the type and terms of new securities issue

      • Area of specialization

    • Financial planning
    • Investment underwriting

      • Work conditions and physical capabilities

    • Attention to detail

      • Personal suitability

    • Accurate
    • Dependability
    • Efficient interpersonal skills
    • Excellent oral communication
    • Initiative
    • Interpersonal awareness
    • Judgement
    • Organized
    • Team player

      • Screening questions

    • Are you currently legally able to work in Canada?
    • Do you currently reside in proximity to the advertised location?
    • Do you have previous experience in this field of employment?
    • Do you have the above-indicated required certifications?

      • Experience

    • Experience an asset

      • Other benefits

    • Free parking available
    • Durée de l'emploi : Permanent
    • Langue de travail : Français
    • Heures de travail : 30 to 40 hours per week