Financial Advisor
· 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: [email protected]
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?
Job Type: Full-time
Pay: $38.20 per hour
Ability to commute/relocate:
- Wetaskiwin, AB T9A 0S5: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person
