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Job Details

Associate Financial Advisor

Employer

Smart Hub Insurance

Date Posted

May 28, 2024

Languages

English
  • Location Edmonton, AB
  • Earnings $35.10 hourly
  • Work Hours 40 hours per week
  • Position Permanent Full Time
  • Vacancies 1  Vacancy
  • Closing Date Jun 27, 2024
Job Requirements

Employer

Smart Hub Insurance

Languages

English

Education

Bachelor's degree

Work setting

Willing to relocate

Tasks

  • Identify clients' financial goals and objectives
  • Supervise staff
  • 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
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Computer and technology knowledge

MS Office

Area of specialization

Financial planning

Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseload

Personal suitability

  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Organized
  • Team player

Experience

1 year to less than 2 years

Green job

Involves duties and responsibilities that lead to positive environmental outcomes


Important notice: This job posting has been provided by an external employer.The Government of Alberta and the Government of Canada are not responsible for the accuracy, authenticity or reliability of the content.

Interest Codes & Abilities
The Associate Financial Advisor is part of the following larger National Occupational Classification (NOC).

Interest Codes

Financial Planners
METHODICAL

Interest in obtaining information from clients such as bank account records, pension plan and other employee benefit-package information, tax records, insurance policies and related documentation; may also arrange for sale of financial products and investments depending on licence held, and monitor portfolios to ensure quality and profitability

INNOVATIVE

Interest in analyzing clients' financial records to set goals and develop financial strategies

DIRECTIVE

Interest in consulting with clients concerning cash management, finances, insurance coverage, investments, retirement and estate planning and taxes and legal matters; and in helping to expand business and attract new clients

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

Abilities

Compared to my abilities

The abilities related to this job are shown along with your selected abilities.

Typical ability expectations for this job
Selected abilities

Mental Abilities

General Learning Ability

Verbal Ability

Numerical Ability

Visual Abilities

Spatial Perception

Form Perception

Clerical Perception

Physical Abilities

Motor Coordination

Finger Dexterity

Manual Dexterity

Learn More

Interest Codes

Underwriters
METHODICAL

Interest in obtaining information and documentation related to the underwriting of new issues of stocks, bonds and securities

INNOVATIVE

Interest in analyzing regulations, terms and conditions to underwrite new issues of stocks and bonds and develop information brochures

DIRECTIVE

Interest in negotiating with corporations and governments to determine the types and terms of new securities issued

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

Abilities

Compared to my abilities

The abilities related to this job are shown along with your selected abilities.

Typical ability expectations for this job
Selected abilities

Mental Abilities

General Learning Ability

Verbal Ability

Numerical Ability

Visual Abilities

Spatial Perception

Form Perception

Clerical Perception

Physical Abilities

Motor Coordination

Finger Dexterity

Manual Dexterity

Learn More

Interest Codes

Mortgage Brokers
METHODICAL

Interest in compiling information on clients' incomes, liabilities and assets, as well as type, price and condition of properties to be mortgaged; and in preparing mortgage applications

INNOVATIVE

Interest in negotiating mortgages with lenders and officials of lending institutions

DIRECTIVE

Interest in advising clients on availability, conditions and terms of mortgages

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

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