Financial advisor Overview Languages · English Education · College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years Experience · 3 years to less than 5 years On site · Work must be completed at the physical location. There is no option to work remotely. Work setting · Financial services industry Responsibilities 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 Credentials Certificates, licences, memberships, and courses · Canadian Securities Course (CSC) · Conduct and Practices Handbook course Experience and specialization Computer and technology knowledge · MS Office Area of work experience · Mutual funds Area of specialization · Financial planning · Wealth management Additional information Security and safety · Criminal record check Work conditions and physical capabilities · Attention to detail Benefits Health benefits · Dental plan · Disability benefits · Health care plan · Paramedical services coverage · Vision care benefits Financial benefits · Bonus · Group insurance benefits · Life insurance · Mileage paid · Registered Retirement Savings Plan (RRSP) Long term benefits · Maternity and parental benefits Other benefits · Free parking available · Learning/training paid by employer · Other benefits · Paid time off (volunteering or personal days) · Parking available · Travel insurance · Wellness program Who can apply for this job? You can apply if you are: · a Canadian citizen · a permanent resident of Canada · a temporary resident of Canada with a valid work permit Do not apply if you are not authorized to work in Canada. The employer will not respond to your application. How to apply By email · jobs@visioncu.ca How-to-apply instructions Here is what you must include in your application: · Cover letter This job posting includes screening questions. Please answer the following questions when applying: · Are you currently legally able to work in Canada? · Are you willing to relocate for this position? · Do you have the above-indicated required certifications? · What is the highest level of study you have completed?