Overview
Languages
English
Education
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.
The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.
Asset languages
Work setting
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Private company, corporation or industry
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Head office
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Private sector
Responsibilities
Tasks
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Analyze clients' financial records
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Arrange for sale of financial products and investments
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Assist in the planning and execution of financial statement audits
Experience and specialization
Computer and technology knowledge
Cuisine specialties
Area of work experience
Area of specialization
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Financial planning
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Financial examination
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Financial investigation
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Financial technology
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Wealth management
Additional information
Work conditions and physical capabilities
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Fast-paced environment
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Work under pressure
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Tight deadlines
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Attention to detail
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Large caseload
Personal suitability
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Accurate
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Dependability
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Efficient interpersonal skills
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Excellent oral communication
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Excellent written communication
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Initiative
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Interpersonal awareness
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Judgement
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Organized
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Team player
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Due diligence
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Analytical
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Leadership
Benefits
Health benefits
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Dental plan
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Health care plan
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Paramedical services coverage
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Vision care benefits
Financial benefits
Other benefits
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Free parking available
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Learning/training paid by employer
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On-site amenities
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Parking available
Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for newcomers and refugees
- Participates in a government or community program or initiative that supports newcomers and/or refugees
- Supports social and labour market integration of newcomers and/or refugees (for example: facilitating access to community resources, language training, skills training, etc.)
- Recruits newcomers and/or refugees who were displaced by a conflict or a natural disaster (for example: Ukraine, Afghanistan, etc.)
- Supports newcomers and/or refugees with foreign credential recognition
- 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
- Participates in a government or community program or initiative that supports youth employment
- Offers on-the-job training tailored to youth
- Offers mentorship, coaching and/or networking opportunities for youth
- Provides awareness training to employees to create a welcoming work environment for youth
Support for Indigenous people
- Participates in a government or community program or initiative that supports 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
Supports for visible minorities
- Participates in a government or community program or initiative that supports members of visible minorities
- Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
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.