financial planner

Posted onApril 16, 2025 by Employer details STEPHEN HOUSE AGENCY INC/ COPERATORS

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Job details

financial planner

Posted onApril 16, 2025 by Employer details STEPHEN HOUSE AGENCY INC/ COPERATORS

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Job details

Education: Secondary (high) school graduation certificate. or equivalent experience. Work setting: Investment firm. Relocation costs not covered by employer. Insurance company. 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. Certificates, licences, memberships, and courses: Anti-Money Laundering (CAMS) Certification. Canadian Securities Course (CSC). Canadian Institute of Financial Planning Course. Investment Funds Institute of Canada (IFIC) Accreditation. Area of specialization: Financial planning. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Screening questions: Are you currently legally able to work in Canada?. Do you currently reside in proximity to the advertised location?. Do you have previous experience in this field of employment?. Do you have the above-indicated required certifications?. 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: Bonus. Commission. Other benefits: Free parking available. Learning/training paid by employer.

• Location 9612-FRANKLIN AVE Fort McMurray , AB T9H 2J9
• Workplace information On site
• Salary $ 50,000 YEAR annually / 37.5 hours per week
  + 50% commission per sale Minimum wage is guaranteed
• Terms of employment Permanent employment Full time
• Day
• Starts as soon as possible
• Benefits:Health benefits, Financial benefits, Other benefits
• vacancies 2 vacancies
• Source Job Bank #3285081

• 9612-FRANKLIN AVEFort McMurray, ABT9H 2J9

Overview

Languages

English

Education

• Secondary (high) school graduation certificate

Experience

2 years to less than 3 years

On site

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

Work setting

• Investment firm
• Relocation costs not covered by employer
• Insurance company

Responsibilities

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

Credentials

Certificates, licences, memberships, and courses

• Anti-Money Laundering (CAMS) Certification
• Canadian Securities Course (CSC)
• Canadian Institute of Financial Planning Course
• Investment Funds Institute of Canada (IFIC) Accreditation

Experience and specialization

Area of specialization

• Financial planning

Additional information

Work conditions and physical capabilities

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

Personal suitability

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

Benefits

Health benefits

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

Financial benefits

• Bonus
• Commission

Other benefits

• Free parking available
• Learning/training paid by employer

Who can apply for this job?

You can apply if you are:

• a Canadian citizen
• 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.

Advertised until

2025-04-30

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.

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STEPHEN HOUSE AGENCY INC/ COPERATORS

• Finance and insurance
• 3job postings advertised
• Medium-sized business(between 5 and 100 employees)

The median wage is the salary of a given occupation where half the workers earn more than that amount, and half earn less. This information is presented on job postings to help job seekers determine how the salary compares to the amount earned by other workers working the same job. Job Bank preferred indicating the median wage, which is less affected by extremely high or low wages, rather than the average wage which is calculated by adding up all the salaries of a group of people and then dividing that total by the number of people.