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financial consultant Verified This job was posted directly by the employer on Job Bank.
Posted on May 31, 2024 by Employer details TAAG
Job details
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years. or equivalent experience. Asset languages: Arabic. Work setting: Private company, corporation or industry. Head office. Private sector. Financial management/services. Tasks: 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. Maintain financial records. Develop financial procedures. Technical or specialized editing: Financial reports. Area of work experience: Financial statements. Area of specialization: Financial planning. Financial examination. Financial investigation. Accounting. Accounting and financial services. Security and safety: Criminal record check. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Screening questions: Are you available for the advertised start date?. Are you currently legally able to work in Canada?. Do you have previous experience in this field of employment?. Do you have the above-indicated required certifications?. What is the highest level of study you have completed?. What is your current field of study?. Experience: 2 years to less than 3 years. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Life insurance. Long term benefits: Long-term care insurance. Other benefits: Learning/training paid by employer. Other benefits. Paid time off (volunteering or personal days). Team building opportunities. Wellness program.- LocationOttawa, ON
- Salary$70,000 to $72,000YEAR annually (To be negotiated) / 37.5 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Start date Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Long term benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #2940363
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
Experience
2 years to less than 3 years
Asset languages
- Arabic
Work setting
- Private company, corporation or industry
- Head office
- Private sector
- Financial management/services
Responsibilities
Tasks
- 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
- Maintain financial records
- Develop financial procedures
Experience and specialization
Technical or specialized editing
- Financial reports
Area of work experience
- Financial statements
Area of specialization
- Financial planning
- Financial examination
- Financial investigation
- Accounting
- Accounting and financial services
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Life insurance
Long term benefits
- Long-term care insurance
Other benefits
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Team building opportunities
- Wellness program
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.
Advertised until
2024-06-30
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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