Employment Information
- Post ID: 105176524
- Open Date: June 13, 2024
- Close Date: September 1, 2024
- Organization: STEPHEN HOUSE AGENCY INC
- Sector: Accounting & Finance
- Business Location:9612-FRANKLIN AVE, Fort McMurray, Alberta T9H 2J9
- Views 4
Job Details
- Experience: 1 year - 2 years
- Job Vacancies: 2
- Compensation: $50,000 annually / 37.5 hours per week + 50% commission per sale Minimum wage is guaranteed
- Anticipated Start Date: As soon as possible
- Apply by: email to [email protected]
- Education: High school graduation certificate
Job Description
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
Credentials
Certificates, licences, memberships, and courses
- Anti-Money Laundering (CAMS) Certification
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
- Investment Funds Institute of Canada (IFIC) Accreditation
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Commission
- Group insurance benefits
Other benefits
- Free parking available
- Learning/training paid by employer