This job ad has been posted over 40 days ago...
23
applicants
Investment advisor - personal finances
at Coda Consulting in Kitchener, Ontario (Published at Oct 29 2010)
Title: Investment advisor - personal finances (Insurance)
Terms of Employment: Permanent, Full Time
Salary: To be negotiated
Anticipated Start Date: As soon as possible
Location: Kitchener, Ontario (1 vacancy)
Skill Requirements:
Education: Completion of college/CEGEP/vocational or technical training, Completion of university
Credentials (certificates, licences, memberships, courses, etc.): Canadian Securities Institute Course, Investment Funds Institute of Canada Course, Canadian Institute of Financial Planning Course
Experience: 3 years to less than 5 years
Languages: Speak English, Read English, Write English
Work Setting: Bank, Investment firm, Brokerage company, Insurance company
Area of Specialization: Financial planning, Financial examination, Financial investigation
Specific Skills: 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, Review and examine financial services and institutions to ensure compliance with governing legislation and regulation, Investigate possible unethical conduct or breeches of securities or commodity futures law, Negotiate with corporations and government to determine the type and terms of new securities issue
Work Conditions and Physical Capabilities: Fast-paced environment, Tight deadlines, Attention to detail
Essential Skills: Reading text, Document use, Numeracy, Writing, Oral communication, Working with others, Problem solving, Decision making, Critical thinking, Job task planning and organizing, Significant use of memory, Finding information, Computer use, Continuous learning
Employer: Coda Consulting (Placement Agency)
How to Apply:
Please apply for this job only in the manner specified by the employer. Failure to do so may result in your application not being properly considered for the position.
Contact Name: Jeff Nisbet
By E-mail: jeff@codaconsulting.ca
Web Site: http://www.codaconsulting.ca
Terms of Employment: Permanent, Full Time
Salary: To be negotiated
Anticipated Start Date: As soon as possible
Location: Kitchener, Ontario (1 vacancy)
Skill Requirements:
Education: Completion of college/CEGEP/vocational or technical training, Completion of university
Credentials (certificates, licences, memberships, courses, etc.): Canadian Securities Institute Course, Investment Funds Institute of Canada Course, Canadian Institute of Financial Planning Course
Experience: 3 years to less than 5 years
Languages: Speak English, Read English, Write English
Work Setting: Bank, Investment firm, Brokerage company, Insurance company
Area of Specialization: Financial planning, Financial examination, Financial investigation
Specific Skills: 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, Review and examine financial services and institutions to ensure compliance with governing legislation and regulation, Investigate possible unethical conduct or breeches of securities or commodity futures law, Negotiate with corporations and government to determine the type and terms of new securities issue
Work Conditions and Physical Capabilities: Fast-paced environment, Tight deadlines, Attention to detail
Essential Skills: Reading text, Document use, Numeracy, Writing, Oral communication, Working with others, Problem solving, Decision making, Critical thinking, Job task planning and organizing, Significant use of memory, Finding information, Computer use, Continuous learning
Employer: Coda Consulting (Placement Agency)
How to Apply:
Please apply for this job only in the manner specified by the employer. Failure to do so may result in your application not being properly considered for the position.
Contact Name: Jeff Nisbet
By E-mail: jeff@codaconsulting.ca
Web Site: http://www.codaconsulting.ca