NLCU
Stephenville, NL
Posté aujourd'hui
Détails de l'emploi :
57 890 $ - 72 363 $ / année
Temps plein
Expérimenté
Avantages :
Assurance maladie
Congés payés
Assurance vie
Overview
- Education:
- Experience: Education
- Bachelor's degree
- or equivalent experience Tasks
- Advise on trust account investments
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Investment Funds Institute of Canada (IFIC) Accreditation Area of work experience
- Mutual funds Area of specialization
- Financial planning
- Financial investigation
- Wealth management Screening questions
- Do you have experience working in this field?
- Do you have the required certifications listed in the job posting? Experience
- 3 years to less than 5 years Employment terms options
- Morning
- Day Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits Financial benefits
- Commission
- Group insurance benefits
- Life insurance
- Registered Retirement Savings Plan (RRSP) Long term benefits
- Long-term care insurance Other benefits
- Free parking available
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Team building opportunities
- Travel insurance
- Job Duration: Permanent
- Language of Work: English
- Hours of Work: 37.5 hours per week
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