Financial Advisor job in Wetaskiwin, AB with VCU Financial Ltd., Alberta - alis
This permanent full time Financial Advisor job from VCU Financial Ltd. is offering $38.20 hourly for 37 hours per week.
Add this page to a custom guide
Choose a guide...
There was an error. Please try again.
This page is already listed in your guide. Please choose a different page to add.
Job Details
Financial Advisor
Employer
VCU Financial Ltd.Date Posted
April 08, 2025Languages
English-
Location Wetaskiwin, AB
-
Earnings $38.20 hourly
-
Work Hours 37 hours per week
-
Position Permanent Full Time
-
Vacancies 1 Vacancy
-
Closing Date May 08, 2025
Job Requirements
Employer
VCU Financial Ltd.
Languages
English
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Work setting
Financial services industry
Tasks
- Advise on trust account investments
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
Computer and technology knowledge
MS Office
Area of work experience
Mutual funds
Area of specialization
- Financial planning
- Wealth management
Security and safety
Criminal record check
Work conditions and physical capabilities
Attention to detail
Screening questions
- Are you currently legally able to work in Canada?
- Are you willing to relocate for this position?
- Do you have the above-indicated required certifications?
- What is the highest level of study you have completed?
Experience
3 years to less than 5 years
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Group insurance benefits
- Life insurance
- Mileage paid
- Registered Retirement Savings Plan (RRSP)
Long term benefits
Maternity and parental benefits
Other benefits
- Free parking available
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Parking available
- Travel insurance
- Wellness program
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 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.
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
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.
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
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.
Was this page useful?