Overview
Languages
English
Education
-
Bachelor's degree
- or equivalent experience
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Asset languages
Work setting
-
Urban area
-
Investment firm
-
Private company, corporation or industry
-
Financial services industry
Responsibilities
Tasks
-
Advise on trust account investments
-
Identify clients' financial goals and objectives
-
Analyze clients' financial records
-
Develop financial plans for clients
-
Arrange for sale of financial products and investments
Credentials
Certificates, licences, memberships, and courses
-
Association of Mortgage Brokers Course
-
Investment Funds Institute of Canada (IFIC) Accreditation
Experience and specialization
Computer and technology knowledge
Real estate experience
Area of specialization
-
Financial planning
-
Mortgage brokering
-
Wealth management
-
Residential real estate
-
Loans and mortgages
-
Investor relations
Additional information
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
-
Judgement
-
Organized
-
Team player
-
Due diligence
Benefits
Health benefits
-
Dental plan
-
Health care plan
Financial benefits
-
Bonus
-
Group insurance benefits
-
Registered Retirement Savings Plan (RRSP)
Other benefits
-
Learning/training paid by employer
-
On-site amenities
-
Other benefits
-
Paid time off (volunteering or personal days)
-
Team building opportunities
-
Parking available
Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for persons with disabilities
- Provides physical accessibility accommodations (for example: ramps, elevators, etc.)
Supports for visible minorities
- Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
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.