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    investment advisor - Vancouver, Canada - Asia Standard Americas Ltd

    Asia Standard Americas Ltd
    Asia Standard Americas Ltd Vancouver, Canada

    Found in: Talent CA 2 C2 - 1 week ago

    Default job background
    Description
    • Education: Bachelor's degree
    • Experience: 5 years or more
    • 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?
    • Health benefits

    • Dental plan
    • Health care plan
    • Vision care benefits
    • Work Term: Temporary
    • Work Language: English
    • Hours: 37.5 hours per week

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