Financial services consultant

Full Time
  • October 31, 2023
  • Employment Information

    Edmonton, AB

    Languages
    English

    Education
    Bachelor’s degree
    or equivalent experience
    Economics, general
    Business/commerce, general
    Business administration and management, general
    Accounting and finance
    Experience
    1 year to less than 2 years

    Responsibilities
    Tasks
    Identify clients’ financial goals and objectives
    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
    Prepare offering prospectus for new issues of stocks and bonds
    Additional information
    Security and safety
    Criminal record check
    Personal suitability
    Accurate
    Efficient interpersonal skills
    Excellent oral communication
    Excellent written communication
    Benefits
    Financial benefits
    As per collective agreement
    Other benefits
    Free parking available
    Learning/training paid by employer
    On-site amenities

    #2282412

    This employer has applied for a Labour Market Impact Assessment (LMIA) to hire a foreign worker to fill labour or skills shortages on a temporary basis.

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