Remote Financial Services Representative
$50k per yearFull-time
STEPHEN HOUSE AGENCY INC
Overview
Languages
English
Education
Secondary (high) school graduation certificate
or equivalent experience
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
Financial services industry
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
Wealth management
Additional information
Security and safety
Criminal record check
Credit check
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
Judgement
Organized
Team player
Due diligence
Benefits
Health benefits
Dental plan
Disability benefits
Health care plan
Paramedical services coverage
Vision care benefits
Financial benefits
Bonus
Commission
Other benefits
Free parking available
Learning/training paid by employer
Vacancy posted 1 day ago
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