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<li>Education: Secondary (high) school graduation certificate</li>
<li>Experience: 1 year to less than 2 years</li>
<h2>Work setting</h2><li>Financial services industry</li><li>Finance</li><h2>Tasks</h2><li>Identify clients' financial goals and objectives</li><li>Analyze clients' financial records</li><li>Develop financial plans for clients</li><li>Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning</li><h2>Certificates, licences, memberships, and courses </h2><li>Canadian Securities Course (CSC)</li><h2>Computer and technology knowledge</h2><li>MS Office</li><h2>Insurance experience</h2><li>Life insurance products</li><h2>Area of specialization</h2><li>Financial planning</li><li>Wealth management</li><h2>Personal suitability</h2><li>Efficient interpersonal skills</li><li>Excellent oral communication</li><li>Excellent written communication</li><li>Organized</li><li>Team player</li><h2>Screening questions</h2><li>Do you have the above-indicated required certifications?</li><h2>Financial benefits</h2><li>Bonus</li><h2>Other benefits</h2><li>Wellness program</li>
<li>Work Term: Permanent</li>
<li>Work Language: English</li>
<li>Hours: 40 hours per week</li>
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Wealth advisor is no longer accepting applications.