financial planner

Posted on April 16, 2025 by Employer details STEPHEN HOUSE AGENCY INC/ COPERATORS

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Job details

• Location: 9612-FRANKLIN AVE Fort McMurray, AB T9H 2J9
• Salary: $50,000 annually / 37.5 hours per week
  + 50% commission per sale. Minimum wage is guaranteed.
• Terms of employment: Permanent employment, Full time
• Start date: As soon as possible
• Benefits: Health benefits, Financial benefits, Other benefits
• Source: Job Bank #3285081

Overview

Languages

Education

• Secondary (high) school graduation certificate

Experience

2 years to less than 3 years

Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Investment firm
• Insurance company

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• 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

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Large caseload

Personal suitability

• Accurate
• Efficient interpersonal skills
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player

Other benefits

• Free parking available
• Learning/training paid by employer

Who can apply for this job?

You can apply if you are:

• 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.

Advertised until

2025-04-30

Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.

STEPHEN HOUSE AGENCY INC/ COPERATORS

• Finance and insurance
• 3 job postings advertised
• Medium-sized business (between 5 and 100 employees)