Financial Consultant

Ottawa, ON, Canada

Job Description

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  • Dur\xc3\xa9e de l\'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 37.5 hours per week
  • Education:
  • Exp\xc3\xa9rience:

Education

College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent experience

Asset languages

Arabic

Work setting

Private company, corporation or industry Head office Private sector Financial management/services

Tasks

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 Maintain financial records Develop financial procedures

Technical or specialized editing

Financial reports

Area of work experience

Financial statements

Area of specialization

Financial planning Financial examination Financial investigation Accounting Accounting and financial services

Security and safety

Criminal record check

Work conditions and physical capabilities

Fast-paced environment Work under pressure Tight deadlines Attention to detail

Personal suitability

Accurate Dependability Efficient interpersonal skills Excellent oral communication Excellent written communication Initiative Interpersonal awareness Judgement Organized Team player

Screening questions

Are you available for the advertised start date? Are you currently legally able to work in Canada? Do you have previous experience in this field of employment? Do you have the above-indicated required certifications? What is the highest level of study you have completed? What is your current field of study?

Experience

2 years to less than 3 years

Health benefits

Dental plan Disability benefits Health care plan Paramedical services coverage Vision care benefits

Financial benefits

Life insurance

Long term benefits

Long-term care insurance

Other benefits

Learning/training paid by employer Other benefits Paid time off (volunteering or personal days) Team building opportunities Wellness program

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Job Detail

  • Job Id
    JD2307384
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Ottawa, ON, Canada
  • Education
    Not mentioned