Financial Planner – Personal Finances
Salary
$17.50 hourly for 35 hours per week
Job Type
Part Time
Vacancy
4
Job ID
7191549
Employer name
Posted Date
27-05-2021
Expire at
27-02-2022
Description
Job requirements
Languages
English
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
or equivalent experience
Credentials (certificates, licences, memberships, courses, etc.)
Canadian Institute of Financial Planning Course; Canadian Securities Course (CSC); Investment Funds Institute of Canada (IFIC) Accreditation
Experience
1 year to less than 2 years
- Specific Skills
- Analyze clients’ financial records; Develop financial plans for clients
- Area of Specialization
- Financial planning
- Work Setting
- Investment firm
- Work Conditions and Physical Capabilities
- Attention to detail
- Personal Suitability
- Initiative; Accurate; Team player; Organized