LMIA FinderLMIA Finder

Associate Financial Advisor

Employer: Hoovest Enterprises Corp.

Location: Langley, British Columbia

Salary: $70,514.60 annually

Languages: English Education: Bachelor's degree Experience: 2 years to less than 3 years Work setting: Investment firm. 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 Certificates, licences, memberships, and courses: Canadian Securities Course (CSC) Computer and technology knowledge: Bloomberg Terminal. MS Office Area of specialization: Financial planning. Financial examination. Financial investigation. Trust and estate administration. Financial technology. Trading. Wealth management Security and safety: Criminal record check Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload Personal suitability: Accurate. Dependability. Efficient i

Loading job details...