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]