Financial planner
Biznes Financial Services Inc based in 2858 Calgary trail NW, Edmonton, AB T6J 6V7 is inviting applications from suitable candidates for the position of Financial planner who are self-motivated and have good interpersonal skills. The candidate who got selected will be required to start work as soon as possible. The vacancies refer to Permanent employment or Full time job.
Employer Name: Biznes Financial Services Inc
Position: Financial planner
No. of vacancies: 1
Salary: $42.00 hourly for 35 hours per week
Employment type: Permanent employment, Full time
Location: 2858 Calgary trail NW, Edmonton, AB T6J 6V7
Job Description
- The candidate must identify the financial goals and objectives of the clients.
- The candidate will be required to examine the financial records of clients.
- The candidate will be responsible for creating financial plans for clients.
- The candidate must arrange for the sale of financial products and investments.
- The candidate will be expected to investigate potential unethical behaviour or violations of securities or commodity futures law.
- The candidate will be expected to underwrite new stock and bond issues.
- The candidate will be required to administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, receive and record investment income, and disburse trust funds.
Job Requirements
- The candidate should be fluent in English language.
- The candidate must have a Bachelor’s degree.
- The ideal candidate will have at least 1 to 2 years of experience in a related industry.
How to Apply
If you are interested in applying, apply through the given options.
By email