Financial Planner - personal finances
Terms of Employment: Permanent, Full Time, Weekend, Day, Evening
Salary: $34.45 Hourly for 40 hours per week, Group Insurance Benefits
Location: Whitehorse, Yukon Territory (1 vacancy)
Skill Requirements:
Education: Completion of university
Credentials (certificates, licenses, memberships, courses, etc.): Investment Funds Institute of Canada Course
Experience: 2 years to less than 3 years
Work Setting: Investment firm, Insurance company
Area of Specialization: Financial planning
Specific Skills: 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
Security and Safety: Criminal record check, Driver's validity license check
Work Conditions and Physical Capabilities: Fast-paced environment, Work under pressure, Tight deadlines, Attention to detail
Transportation/Travel Information: Valid driver's licence, Own transportation
Work Location Information: On-site customer service
Essential Skills: Reading text, Document use, Numeracy, Writing, Communication, Working with others, Problem solving, Decision making, Critical thinking, Job task planning and organizing, Significant use of memory, Finding information, Computer use, Continuous learning
Other Information: Must have current Life License Qualification Program License and Mutual Funds License.
Languages: English
Employer: YK Financial Brokers Ltd.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

By E-mail: ykfinancialbrokers@gmail.com