Job details

Location: 6510, 17 Street, SWEdmonton, AB

T6X 2R5

Salary

45.25 hourly / 40 hours per Week

Terms of employment

Permanent employment

Full time

Day, Evening, Morning, Overtime, Weekend

Start date Starts as soon as possible

Vacancies: 1 vacancy

Overview

Languages

English

Education

Bachelor's degree

Experience

1 year to less than 2 years

Work setting

Willing to relocate

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Supervise staff
• 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
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Experience and specialization

Computer and technology knowledge

MS Office

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

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Organized
• Team player

Who can apply to this job?

Only apply to this job if:

• You are a Canadian citizen, a permanent or a temporary resident of Canada.
• You have a valid Canadian work permit.

If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.

How to apply

By email

hubinsurance315@gmail.com