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Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience: 1 year to less than 2 years
or equivalent experience

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

Investment Funds Institute of Canada (IFIC) Accreditation

Computer and technology knowledge

Quick Books
MS Office

Area of work experience

Mutual funds

Area of specialization

Financial investigation
Accounting

Screening questions

Are you authorized to work in Canada?
Are you willing to relocate for this position?
Do you have the required certifications listed in the job posting?
Do you meet the language requirements listed in the job posting?

Employment terms options

Morning

Health benefits

Health care plan

Other benefits

Free parking available
Work Term: Permanent
Work Language: English
Hours: 35 hours per week

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Work Term: Permanent
Work Language: English
Education:
Experience:

Études

Certificat ou diplôme d'un collège, d'un cégep ou d'un autre établissement d'enseignement non universitaire d'un programme d'une durée de 1 an à 2 ans
ou experience équivalente

Tâches

Définir les objectifs financiers des clients
Analyser leurs données financières
Élaborer des plans financiers pour les clients
Faire des recommandations concernant la gestion de l'argent, la couverture d'assurance, la planification d'investissements, la planification de retraite et de succession
Négocier la vente de produits selon leur titre de compétences

Titres de compétence (certificats, permis, affiliations, cours, etc.)

Accréditation de l'institut des fonds d'investissement du Canada (IFIC)

Systèmes de gestion (sig ou bd)

Quick Books
MS Office

Domaine d'expérience de travail

Fonds communs de placement

Domaine de spécialisation

Enquête financière
Comptabilité

Questions de sélection

Êtes-vous autorisé à travailler au Canada?
Seriez-vous disposé à déménager pour ce poste?
Possédez-vous les certifications requises mentionnées dans l'offre d'emploi?
Avez-vous les compétences linguistiques requises, comme précisé dans l'offre d'emploi?

Expérience

1 an à moins de 2 ans

Options de conditions d'emploi

Matin

Avantages santé

Régime de soins de santé

Autres avantages

Stationnement gratuit disponible
Hours: 35 heures par semaine

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Postes ouverts (1)

Ventes / Représentation