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associate financial advisor


Source: Job Bank

Location

Edmonton, AB
T6E5P4

Salary

$35.10 hourly

Additional Information

  • 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

Important: We can't guarantee the accuracy, authenticity or reliability of this opportunity because it comes from an external website.

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