Financial advisor - Ottawa
TY PEAK TAX SERVICES INC. Ottawa
Overview
Languages
English
Education- Bachelor's degree
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Credentials
Certificates, licences, memberships, and courses- Canadian Securities Course (CSC)
Experience and specialization
Computer and technology knowledge- MS Office
- Financial planning
- Financial examination
- Financial investigation
- Investment underwriting
- Mortgage brokering
- Financial technology
- Investigation
- Wealth management
- Accounting
Additional information
Security and safety- Criminal record check
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
Benefits
Financial benefits- Group insurance benefits
- Free parking available
Royal Bank of CanadaOttawa
Job Summary
Job Description
What is the opportunity?
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Work setting
• Financial services industry
Responsibilities
Tasks
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