- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 30 to 35 hours per week
- Education:
- Expérience:
Education
College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year or equivalent experience
Work setting
Private sector
Tasks
Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and investments
Computer and technology knowledge
MS Office
Work conditions and physical capabilities
Fast-paced environmentWork under pressureTight deadlinesAttention to detail
Personal suitability
AccurateDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeJudgementOrganizedTeam playerDue diligenceReliability
Experience
7 months to less than 1 year
Employment terms options
MorningDayWeekend
Green job
Involves duties and responsibilities that lead to positive environmental outcomes
Support for persons with disabilities
Offers mentorship, coaching and/or networking opportunities for persons with disabilities Provides awareness training to employees to create a welcoming work environment for persons with disabilities
Support for newcomers and refugees
Offers mentorship programs that pair newcomers and/or refugees with experienced employees Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees
Support for youths
Offers mentorship, coaching and/or networking opportunities for youthProvides awareness training to employees to create a welcoming work environment for youth
Support for Veterans
Offers mentorship, coaching and/or networking opportunities for VeteransProvides awareness training to employees to create a welcoming work environment for Veterans
Support for Indigenous people
Offers mentorship, coaching and/or networking opportunities for Indigenous workers Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
Support for mature workers
Provides staff with awareness training to create a welcoming work environment for mature workers Offers mentorship, coaching and/or networking opportunities for mature workers
Supports for visible minorities
Offers mentorship programs that pair members of visible minorities with experienced employeesProvides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities
