Financial Advisor - VCU Financial - Wetaskiwin

Financial Advisor
•    Employer:  VCU Financial Ltd.
•    Vacancy: 1
•    Employment Location: 5111 50 Avenue, Wetaskiwin, AB- T9A 0S5
•    Salary: $38.20 hourly / 37 hours per week
•    Terms of employment: Permanent , Full time, Morning, Day, Weekend
•    Starts: As soon as possible
•    Benefits: Health benefits, Financial benefits, Long term benefits, Other benefits

Job Details
•    Languages: English
•    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
•    Experience: 3 years to less than 5 years
•    On site: Work must be completed at the physical location. There is no option to work remotely.
•    Work setting: Financial services industry

Credentials
Certificates, licences, memberships, and courses 
•    Canadian Securities Course (CSC)
•    Conduct and Practices Handbook course
•    Life License Qualification Program(LLQP)- Alberta Insurance Council

Responsibilities
•    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

Experience and specialization
•    Computer and technology knowledge: MS Office
•    Area of work experience:  Mutual funds, Life insurance products
•    Area of specialization: Financial planning, Wealth management

Additional information
•    Security and safety: Criminal record check
•    Work conditions and physical capabilities: Attention to detail

Benefits
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

How to apply:
•    By email: jobs@visioncu.ca

What you must include in your application:
•    Cover letter

Answers to the following screening questions:
•    Are you authorized to work in Canada?
•    Are you willing to relocate for this position?
•    Do you have the required certifications listed in the job posting?