Job Description

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: 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?

Job Type: Full-time

Pay: $38.20 per hour

Work Location: In person