Terms: This is a permanent, full time job, which requires working days.

Salary: will be $40,000.00 per year for a 40 hour week.
Notes: bonus, and other benefits.
Also: medical, dental, vision, disability, group insurance, RRSP benefits.

Education: The applicant should have completed high school, completed university.

Experience: at least five years’ experience.

Credentials required: The applicant should have Canadian Institute of Financial Planning Course.

Work Setting: Investment firm

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

Security and Safety: Bondable

Work Conditions and Physical Capabilities: Fast-paced environment, Work under pressure, Tight deadlines, Attention to detail

Transportation/Travel Information: Valid driver’s licence, Own transportation, Public transportation is available

Work Location Information: Urban area, On-site customer service

Essential Skills: Reading text, Document use, Numeracy, Writing, Oral communication, Working with others, Problem solving, Decision making, Critical thinking, Job task planning and organizing, Significant use of memory, Finding information, Computer use, Continuous learning

Other Information: 2 years professional experience advising high net worth clients in an advisor role an advantage. Foreign & Canadian designations desirable with overseas contacts to help our foreign growth.

Profile: for Nicola Wealth Management Ltd.

Financial Planning & Wealth Management firm.

This job in no longer available

The contact information has been removed

Order Number: 4910146

Post date: 2010-03-12