Overview
Languages
English
Education
Experience
Will train
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
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Urban area
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Investment firm
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Insurance company
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Real estate company
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Private company, corporation or industry
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Financial services industry
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Head office
Responsibilities
Tasks
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Identify clients' financial goals and objectives
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Analyze clients' financial records
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Develop financial plans for clients
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Underwrite new issues of stocks and bonds
Credentials
Certificates, licences, memberships, and courses
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Canadian Securities Course (CSC)
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Canadian Institute of Financial Planning Course
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Conduct and Practices Handbook course
Experience and specialization
Computer and technology knowledge
Area of work experience
Area of specialization
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Financial planning
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Trading
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Wealth management
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Accounting
Additional information
Security and safety
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.