FINANCIAL PLANNER - PERSONAL FINANCES Windsor (ON) Salary: Based on commission, mileage or piece work Benefits Bonus,Commission,Other Benefits,Medical Benefits,Dental Benefits,Disability Benefits,Life Insurance Benefits,Pension Plan Benefits,RRSP Benefits Anticipated Start Date: As soon as possible Terms of Employment: Permanent Full-Time Number of positions: 6 Employment Conditions: Day,Evening Employer: London Life Insurance Company o/a Freedom 55 Financial JOB REQUIREMENTS Languages: English Education: Completion of high school Credentials (certificates, licences, memberships, courses, etc.): Not required Experience: No experience Work Setting: Investment firm; Insurance company Area of Specialization: Financial planning 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 Security and Safety: Bondable; Criminal record check; Drivers validity license check; Credit check Work Conditions and Physical Capabilities: Fast-paced environment; Attention to detail Transportation/Travel Information: Valid drivers licence; Own transportation Work Location Information: Work from home; Urban area; On-site customer service Essential Skills Reading text; Document use; Numeracy; Writing; 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 HOW TO APPLY By e-mail: teresa.cristofanilli@F55F By phone: from 9:00 to 17:00: (519)-967-1180 By fax: (519)-967-1234 By mail: 140 Ouellette Place, suite 200, Windsor, N8X 1L9 In person: from 9:00 to 17:00: 140 Ouellette Place, next200, Windsor, N8X 1L9
Posted on: Mon, 01 Dec 2014 14:49:59 +0000
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