financial planner - Fort McMurray, Canada - STEPHEN HOUSE AGENCY INC

Description

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

Education

• Secondary (high) school graduation certificate

Work setting

• Investment firm
• Insurance company

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
• Arrange for sale of financial products and investments

Certificates, licences, memberships, and courses

• Anti-Money Laundering (CAMS) Certification
• Canadian Securities Course (CSC)
• Conduct and Practices Handbook course
• Investment Funds Institute of Canada (IFIC) Accreditation

Area of specialization

• Financial planning
• Wealth management

Security and safety

• Criminal record check
• Credit check

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
• Judgement
• Organized
• Team player

Screening questions

• Are you currently legally able to work in Canada?
• Do you have previous experience in this field of employment?
• What is the highest level of study you have completed?

Experience

• 1 year to less than 2 years

Health benefits

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

Financial benefits

• Bonus
• Commission
• Group insurance benefits

Other benefits

• Free parking available
• Learning/training paid by employer

Support for persons with disabilities

• Offers mentorship, coaching and/or networking opportunities for persons with disabilities
• Provides awareness training to employees to create a welcoming work environment for persons with disabilities
• Applies accessible and inclusive recruitment policies that accommodate persons with disabilities

Support for newcomers and refugees

• Participates in a government or community program or initiative that supports newcomers and/or refugees
• Offers mentorship programs that pair newcomers and/or refugees with experienced employees
• Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees

Support for youths

• Offers mentorship, coaching and/or networking opportunities for youth
• Provides awareness training to employees to create a welcoming work environment for youth

Support for Indigenous people

• Offers mentorship, coaching and/or networking opportunities for Indigenous workers
• Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations
• Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers

Support for mature workers

• Applies hiring policies that discourage age discrimination
• Provides staff with awareness training to create a welcoming work environment for mature workers
• Offers mentorship, coaching and/or networking opportunities for mature workers
• Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.)

Supports for visible minorities

• Participates in a government or community program or initiative that supports members of visible minorities
• Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
• Offers mentorship programs that pair members of visible minorities with experienced employees
• Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities