Terms: This is a permanent, full time job, which requires working days.

Salary: will be negotiated and depends on the skills and experience of the applicant.
Notes: bonus, and other benefits.

Education: The applicant should have completed college or technical training.

Experience: two to three years’ experience.

Credentials required: The applicant should have Canadian Securities Institute Course, Canadian Institute of Financial Planning Course.

Work Setting: Investment firm, Insurance company

Area of Specialization: Financial planning

Specific Skills: 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

Security and Safety: Eligible for professional liability insurance

Work Conditions and Physical Capabilities: Fast-paced environment, Work under pressure, Attention to detail

Transportation/Travel Information: Valid driver’s licence, Own transportation, Parking paid by employer

Work Location Information: Urban area

Essential Skills: Reading text, Document use, Numeracy, Writing, Oral communication, Working with others, Problem solving, Decision making, Critical thinking, Job task planning and organizing, Significant use of memory, Finding information, Computer use, Continuous learning

Languages: Other than English, the applicant should speak French, read French, write French.

Profile: for The TK Group

We have three divisions as follows: Insurance Division Group Benefits Division and a Wealth Division

This job in no longer available

The contact information has been removed

Order Number: 4914244

Post date: 2010-03-15