financial planner - Calgary (AB) - Job posting

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Financial Planner Verified This job posting has been provided directly by the employer through Job Bank’s employer job posting system.

Posted on January 23, 2020 by Employer details MacMillan Estate Planning

Job details

  • Location Calgary, AB
  • Salary$$120,000YEAR year for 40 hours per week
  • Terms of employment Permanent
    Full time
  • Start date As soon as possible
  • Vacancies 1 Vacancy
  • Verified
  • Source Job Bank #1399038

Job requirements

Languages

English

Education

Bachelor's degree

Experience

5 years or more

Specific Skills
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning; Identify clients' financial goals and objectives; Analyze clients' financial records; Develop financial plans for clients
Additional Skills
Supervise staff
Area of Specialization
Trust and estate administration; Financial planning
Work Setting
Insurance company
Survey Specialization
Law
Security and Safety
Driver's validity licence check; Criminal record check
Transportation/Travel Information
Valid driver's licence
Work Conditions and Physical Capabilities
Fast-paced environment; Work under pressure; Attention to detail; Tight deadlines
Work Location Information
Relocation costs not covered by employer
Personal Suitability
Initiative; Effective interpersonal skills; Accurate; Team player; Excellent oral communication; Excellent written communication; Interpersonal awareness; Dependability; Judgement; Organized

Advertised until:

2020-03-21

Intended job posting audience

Anyone who can legally work in Canada can apply for this job. If you are not currently authorized to work in Canada, the employer will not consider your job application.

Important notice: This job posting has been provided directly by the employer through Job Bank’s job posting system. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.

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