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Job Details

Financial Planner

Employer

STEPHEN HOUSE AGENCY INC

Date Posted

May 14, 2024

Languages

English
  • Location Fort McMurray, AB
  • Earnings $50,000.00 annually + 50% commission per sale
  • Work Hours 37.5 hours per week
  • Position Permanent Full Time
  • Vacancies 2  Vacancies
  • Closing Date Jun 04, 2024
Job Requirements

Employer

STEPHEN HOUSE AGENCY INC

Languages

English

Education

Secondary (high) school graduation certificate

Work setting

  • Investment firm
  • Insurance company

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

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

Area of specialization

  • Financial planning
  • Wealth management

Security and safety

  • Criminal record check
  • Credit check

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
  • Judgement
  • Organized
  • Team player

Screening questions

  • Are you currently legally able to work in Canada?
  • Do you have previous experience in this field of employment?
  • What is the highest level of study you have completed?

Experience

1 year to less than 2 years

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

Support for persons with disabilities

  • Offers mentorship, coaching and/or networking opportunities for persons with disabilities
  • Provides awareness training to employees to create a welcoming work environment for persons with disabilities
  • Applies accessible and inclusive recruitment policies that accommodate persons with disabilities

Support for newcomers and refugees

  • Participates in a government or community program or initiative that supports newcomers and/or refugees
  • Offers mentorship programs that pair newcomers and/or refugees with experienced employees
  • Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees

Support for youths

  • Offers mentorship, coaching and/or networking opportunities for youth
  • Provides awareness training to employees to create a welcoming work environment for youth

Support for Indigenous people

  • Offers mentorship, coaching and/or networking opportunities for Indigenous workers
  • Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations
  • Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers

Support for mature workers

  • Applies hiring policies that discourage age discrimination
  • Provides staff with awareness training to create a welcoming work environment for mature workers
  • Offers mentorship, coaching and/or networking opportunities for mature workers
  • Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.)

Supports for visible minorities

  • Participates in a government or community program or initiative that supports members of visible minorities
  • Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
  • Offers mentorship programs that pair members of visible minorities with experienced employees
  • Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities

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 Planner 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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