financial advisor

Education

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

Work setting

• Financial services industry

Tasks

• Advise on trust account investments
• 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
• Arrange for sale of financial products and investments
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Certificates, licences, memberships, and courses

• Canadian Securities Course (CSC)
• Conduct and Practices Handbook course

Computer and technology knowledge

• MS Office

Insurance experience

• Life insurance products

Area of work experience

• Mutual funds

Area of specialization

• Financial planning
• Wealth management

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Attention to detail

Personal suitability

• Accurate
• Organized
• Team player

Screening questions

• Are you authorized to work in Canada?
• Are you willing to relocate for this position?
• Do you have the required certifications listed in the job posting?

Experience

• 3 years to less than 5 years

Employment terms options

• Morning
• Day
• Weekend

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

Financial benefits

• Bonus
• Group insurance benefits
• Life insurance
• Mileage paid
• Registered Retirement Savings Plan (RRSP)

Long term benefits

• Maternity and parental benefits

Other benefits

• Free parking available
• Learning / training paid by employer
• Other benefits
• Paid time off (volunteering or personal days)
• Parking available
• Travel insurance
• Wellness program