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    associate financial advisor - Edmonton, Canada - Smart Hub Insurance

    Smart Hub Insurance
    Smart Hub Insurance Edmonton, Canada

    5 days ago

    Default job background
    Description
    • Education: Bachelor's degree
    • Experience: 1 year to less than 2 years
    • Work setting

    • Willing to relocate
    • Tasks

    • Identify clients' financial goals and objectives
    • Supervise staff
    • 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
    • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
    • Computer and technology knowledge

    • MS Office
    • Area of specialization

    • Financial planning
    • 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
    • Organized
    • Team player
    • Green job

    • Involves duties and responsibilities that lead to positive environmental outcomes
    • Work Term: Permanent
    • Work Language: English
    • Hours: 40 hours per week


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