Overview
Personal finance advisor Jobs in Sept-Iles, Canada at Caisse populaire Desjardins de Sept-Îles
Location: Sept-Iles
- Work Term:
Permanent
- Work Language:
French
- Hours:
35 hours per week
- Education:
Bachelor’s degree
- Experience:
3 years to less than 5 years
- or equivalent experience
- Relocation costs not covered by employer
- Bank or caisse populaire
- Financial services industry
- 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
- Desktop publishing software
- Financial planning
- Attention to detail
- Accurate
- Dependability
- Efficient interpersonal skills
- Interpersonal awareness
- Judgement
- Organized
- Do you have experience working in this field?
- Do you have the required certifications listed in the job posting?
- Do you meet the language requirements listed in the job posting for the position (English or French)?
- Evening
- Morning
- Day
- Hybrid
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
- As per collective agreement
- Pension plan
- Team building opportunities
- Travel insurance
Work setting
Tasks
Computer and technology knowledge
Area of specialization
Work conditions and physical capabilities
Personal suitability
Screening questions
Employment terms options
Employment terms options
Workplace information
Health benefits
Financial benefits
Other benefits
Title: Personal finance advisor
Company: Caisse populaire Desjardins de Sept-Îles
Location: Sept-Iles, Canada
Category:
