Financial Planner
Stratford, ON, CA, Canada
Job Description
Education: Experience:
Education
-------------College/CEGEP Accounting and finance Accounting and business/management Financial planning and services Investments and securities Insurance or equivalent experience
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 Arrange for sale of financial products and investments
Insurance experience
------------------------Life insurance products
Area of specialization
--------------------------Financial planning Financial technology Wealth management Accounting Investment funds
Personal suitability
------------------------Dependability Efficient interpersonal skills Excellent oral communication Excellent written communication Initiative Organized Due diligence
Screening questions
-----------------------Do you have experience working in this field? Do you have the equipment you need to work from home (like internet and a workspace)? Do you live near the job location? What is the highest level of study you have completed?
Experience
--------------3 years to less than 5 years
Workplace information
-------------------------Hybrid
Financial benefits
----------------------Bonus Commission
Support for Indigenous people
---------------------------------Offers mentorship, coaching and/or networking opportunities for Indigenous workers Duree de l'emploi: Permanent Langue de travail: Anglais * Heures de travail: 20 to 35 hours per week
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Job Detail
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Job IdJD2951835
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IndustryNot mentioned
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Total Positions1
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Job Type:Part Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationStratford, ON, CA, Canada
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EducationNot mentioned