Financial Advisor

Job Requirements

• Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
• Language: English
• Years of Experience: 3 years
• Vacancy: 1
• Job Type: Full Time
• Job ID: DISJ3837279

Job Description:

·         Employer:  VCU Financial Ltd.

·         Vacancy: 1

·         Employment Location: 5111 50 Avenue, Wetaskiwin, AB- T9A 0S5

·         Salary: $38.20 hourly / 37 hours per week

·         Terms of employment: Permanent , Full time, Morning, Day, Weekend

·         Starts: As soon as possible

·         Benefits: Health benefits, Financial benefits, Long term benefits, Other benefits

Job Details

·         Languages: English

·         Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years

·         Experience: 3 years to less than 5 years

·         On site: Work must be completed at the physical location. There is no option to work remotely.

·         Work setting: Financial services industry

Credentials

Certificates, licences, memberships, and courses 

·         Canadian Securities Course (CSC)

·         Conduct and Practices Handbook course

·         Life License Qualification Program(LLQP)- Alberta Insurance Council

Responsibilities

·         Advise on trust account investments

·         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

·         Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Experience and specialization

·         Computer and technology knowledge: MS Office

·         Area of work experience:  Mutual funds, Life insurance products

·         Area of specialization: Financial planning, Wealth management

Additional information

·         Security and safety: Criminal record check

·         Work conditions and physical capabilities: Attention to detail

Benefits

Health benefits

·         Dental plan

·         Disability benefits

·         Health care plan

·         Paramedical services coverage

·         Vision care benefits

Financial benefits

·         Bonus

·         Group insurance benefits

·         Life insurance

·         Mileage paid

·         Registered Retirement Savings Plan (RRSP)

Long term benefits

·         Maternity and parental benefits

Other benefits

·         Free parking available

·         Learning/training paid by employer

·         Other benefits

·         Paid time off (volunteering or personal days)

·         Parking available

·         Travel insurance

·         Wellness program

How to apply:

·         By email: jobs@visioncu.ca

What you must include in your application:

·         Cover letter

Answers to the following screening questions:

·         Are you authorized to work in Canada?

·         Are you willing to relocate for this position?

·         Do you have the required certifications listed in the job posting?