- Inactive job offer -
Job
 

Financial planner

Reference number: 
117107
Publication date: 
> 20 days 
Sector of activity: 
Main functions: 
Vacancies: 1

Job start date: As soon as possible

Wage: $32.00 / Hour

Hours: 32 to 44 Hours / Week

Terms of employment: Permanent, Full time , Overtime, Day, Evening, Weekend

Employer: SAVE4U Consulting Inc. , Markham, ON

Work setting: Investment firm

Security and safety: Driver's validity licence check

Work conditions and physical capabilities: Work under pressure, Attention to detail

Transportation and travel information: Ontario Valid driver's licence, willing to travel locally

Work Location Information: Urban area, Relocation costs not covered by employer

Personal Suitability: Judgement, Effective interpersonal skills, Initiative, Organized, Accurate, Team player

Area of Specialization: Financial planning

Specific Skills: 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

Credentials (certificates, licences, memberships, courses, etc.): Investment Funds Institute of Canada (IFIC) Accreditation; LLQP (Life License Qualification Program) Accreditation.

Education: Bachelor's degree in business administration, commerce, economics, finance or a related field.

Experience:
• At least one year work experience as a Financial Planner in Canada;
• Must have knowledge of using software (for financial products/investments services) commonly used in Canada, such as Concourse, Equitable Sales Illustrations, Manulife Diamond View, Sun Life Financial Illustration.

Languages: English

HOW TO APPLY: By email resume to [email protected]
Job start date: 
2016-10-07
Requirements
Languages asked for
French: 
Not at all
English: 
Functional
  • Resume required
  • Work place
    Markham ,  Toronto, Ontario