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    financial consultant - Ottawa, Canada - TAAG

    TAAG
    TAAG Ottawa, Canada

    5 days ago

    Default job background
    Description
    • Durée de l'emploi: Permanent
    • Langue de travail: Anglais
    • Heures de travail: 37.5 hours per week
    • Education:
    • Expérience:

      • Education

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

      • Asset languages

    • Arabic

      • Work setting

    • Private company, corporation or industry
    • Head office
    • Private sector
    • Financial management/services

      • 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
    • Maintain financial records
    • Develop financial procedures

      • Technical or specialized editing

    • Financial reports

      • Area of work experience

    • Financial statements

      • Area of specialization

    • Financial planning
    • Financial examination
    • Financial investigation
    • Accounting
    • Accounting and financial services

      • Security and safety

    • Criminal record check

      • Work conditions and physical capabilities

    • Fast-paced environment
    • Work under pressure
    • Tight deadlines
    • Attention to detail

      • Personal suitability

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

      • Screening questions

    • Are you available for the advertised start date?
    • Are you currently legally able to work in Canada?
    • Do you have previous experience in this field of employment?
    • Do you have the above-indicated required certifications?
    • What is the highest level of study you have completed?
    • What is your current field of study?

      • Experience

    • 2 years to less than 3 years

      • Health benefits

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

      • Financial benefits

    • Life insurance

      • Long term benefits

    • Long-term care insurance

      • Other benefits

    • Learning/training paid by employer
    • Other benefits
    • Paid time off (volunteering or personal days)
    • Team building opportunities
    • Wellness program
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