Overview
Languages
English
Education
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Secondary (high) school graduation certificate
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
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Investment firm
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Relocation costs not covered by employer
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Insurance company
Responsibilities
Tasks
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Identify clients' financial goals and objectives
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Analyze clients' financial records
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Develop financial plans for clients
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Arrange for sale of financial products and investments
Credentials
Certificates, licences, memberships, and courses
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Anti-Money Laundering (CAMS) Certification
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Canadian Securities Course (CSC)
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Conduct and Practices Handbook course
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Investment Funds Institute of Canada (IFIC) Accreditation
Experience and specialization
Area of work experience
Area of specialization
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Financial planning
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Wealth management
Additional information
Security and safety
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Criminal record check
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Credit check
Work conditions and physical capabilities
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Fast-paced environment
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Work under pressure
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Tight deadlines
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Attention to detail
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Large caseload
Personal suitability
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Accurate
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Dependability
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Efficient interpersonal skills
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Excellent oral communication
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Excellent written communication
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Initiative
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Interpersonal awareness
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Judgement
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Organized
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Team player
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Due diligence
Benefits
Health benefits
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Dental plan
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Disability benefits
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Health care plan
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Paramedical services coverage
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Vision care benefits
Financial benefits
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Bonus
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Commission
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Group insurance benefits
Other benefits
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Free parking available
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Learning/training paid by employer
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
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
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.