Financial Advisor
STEPHEN HOUSE AGENCY INC • fort mcmurray, Canada
Role Description
Education
Secondary (high) school graduation certificate or equivalent experience.
Tasks
- 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.
Certifications, 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
Area of Specialization
- Financial planning
- Wealth management
Security and Safety
- Criminal record check
- Credit check