Financial planner - Calgary
STEPHEN HOUSE AGENCY INC/ COPERATORS Calgary
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
- 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
- Bonus
- Commission
- Free parking available
- Learning/training paid by employer
Royal Bank of CanadaCalgary
What will you do?
• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire...
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literacy using a variety of systems and tools
Nice to have
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
What’s in it for you?
We thrive...