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    investment advisor - Vancouver, Canada - Asia Standard Americas Ltd

    Asia Standard Americas Ltd
    Asia Standard Americas Ltd Vancouver, Canada

    3 days ago

    Default job background
    Description
    • Education:
    • Expérience:

      • Education

    • Bachelor's degree

      • Work setting

    • Head office

      • 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

      • Computer and technology knowledge

    • MS Office
    • Database software

      • Area of specialization

    • Financial planning
    • Wealth management

      • Work conditions and physical capabilities

    • Attention to detail

      • Personal suitability

    • Efficient interpersonal skills
    • Judgement
    • Organized
    • Due diligence

      • Screening questions

    • Are you currently legally able to work in Canada?

      • Experience

    • 5 years or more

      • Health benefits

    • Dental plan
    • Health care plan
    • Vision care benefits
    • Durée de l'emploi: Temporaire
    • Langue de travail: Anglais
    • Heures de travail: 37.5 hours per week
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