financial advisor

Government of Canada; Wetaskiwin; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading government entity seeks a Financial Planner to provide expert advice on trust account investments and develop tailored financial plans. The role requires a college diploma and relevant certifications, along with 3-5 years of experience in financial planning and wealth management. This position is based on-site in Wetaskiwin, offering a comprehensive benefits package including health care and retirement savings plans.

Benefits

Dental plan

Disability benefits

Health care plan

Paramedical services coverage

Vision care benefits

Group insurance benefits

Life insurance

Registered Retirement Savings Plan (RRSP)

Paid time off (volunteering or personal days)

Wellness program

Qualifications

• 3 years to less than 5 years of experience required.
• Experience in financial planning and wealth management.
• Knowledge of mutual funds is essential.

Responsibilities

• Advise on trust account investments and develop financial plans for clients.
• Analyze clients' financial records and make recommendations on investments.
• Administer various types of trusts and manage investment income.

Skills

Attention to detail

Education

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

Canadian Securities Course (CSC)

Conduct and Practices Handbook course

Tools

MS Office

Job description

Overview 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

Responsibilities Tasks

• 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

Credentials Certificates, licences, memberships, and courses

• Canadian Securities Course (CSC)
• Conduct and Practices Handbook course

Experience and specialization Computer and technology knowledge

• MS Office

Area of work experience

• Mutual funds

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