- Work Term : Permanent
- Work Language : English
- Hours : 37.5 hours per week
- Education : Secondary (high) school graduation certificate
- Experience : 1 year to less than 2 years
Work setting
- Investment firm
- Insurance company
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
- Arrange for sale of financial products and investments
Certificates, licences, memberships, and courses
- Anti-Money Laundering (CAMS) Certification
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
- Investment Funds Institute of Canada (IFIC) Accreditation
Area of specialization
- Financial planning
- Wealth management
Security and safety
- Criminal record check
- Credit check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
Screening questions
- Are you currently legally able to work in Canada?
- Do you have previous experience in this field of employment?
- What is the highest level of study you have completed?
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Commission
- Group insurance benefits
Other benefits
- Free parking available
- Learning / training paid by employer
Support for persons with disabilities
- Offers mentorship, coaching and / or networking opportunities for persons with disabilities
- Provides awareness training to employees to create a welcoming work environment for persons with disabilities
- Applies accessible and inclusive recruitment policies that accommodate persons with disabilities
Support for newcomers and refugees
- Participates in a government or community program or initiative that supports newcomers and / or refugees
- Offers mentorship programs that pair newcomers and / or refugees with experienced employees
- Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and / or refugees
Support for youths
- Offers mentorship, coaching and / or networking opportunities for youth
- Provides awareness training to employees to create a welcoming work environment for youth
Support for Indigenous people
- Offers mentorship, coaching and / or networking opportunities for Indigenous workers
- Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations
- Provides cultural competency training and / or awareness training to all employees to create a welcoming work environment for Indigenous workers
Support for mature workers
- Applies hiring policies that discourage age discrimination
- Provides staff with awareness training to create a welcoming work environment for mature workers
- Offers mentorship, coaching and / or networking opportunities for mature workers
- Offers resources to help mature workers plan their retirement (for example : financial planning, access to pension and benefits, lifestyle adjustments, etc.)
Supports for visible minorities
- Participates in a government or community program or initiative that supports members of visible minorities
- Applies hiring policies that discourage discrimination against members of visible minorities (for example : anonymizing the hiring process, etc.)
- Offers mentorship programs that pair members of visible minorities with experienced employees
- Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities
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