financial advisor

www.canadainternational.gc.ca - Jobboard; Wetaskiwin; On-site; Full time

Job summary

A leading financial services company is seeking a qualified financial planner to join their team. The role involves developing financial plans for clients, managing investments, and providing comprehensive financial advice. Candidates must have relevant experience and certifications, including the Canadian Securities Course. This full-time position offers competitive pay and various benefits, including disability coverage and a wellness program.

Benefits

Disability benefits

Group insurance benefits

Paid time off (volunteering or personal days)

Learning/training paid by employer

Wellness program

Free parking available

Qualifications

• 3 to 5 years of experience in financial planning.
• Completion of the Canadian Securities Course (CSC).
• Knowledge of wealth management and mutual funds.

Responsibilities

• Identify clients' financial goals and develop financial plans.
• Make recommendations on cash management and investments.
• Administer various types of trusts and manage investment income.

Skills

Financial planning

Client management

Investment planning

Cash management

Education

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

Tools

MS Office

Job description

Posted onMay 20, 2025 by a licensed third-party for Employer details VCU Financial Ltd.

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Job details

• Salary 38.20 hourly / 37 hours per week
• Terms of employment Permanent employment Full time
• Starts as soon as possible
• Source Job Bank #3309274

Overview

Languages

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

Work must be completed at the physical location. There is no option to work remotely.

Work setting

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
• 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

• Wealth management

Additional information

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Disability benefits
• Paramedical services coverage
• 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

Who can apply for this job?

You can apply if you are:

• a permanent resident of Canada
• a temporary resident of Canada with a valid work permit

Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.

Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.