Jobs Open

  Region: Cornwall area, Ontario
  Job category: Professional


Caisse Populaire de Cornwall

is looking for
a

Financial planner

in
Cornwall
to start as soon as possible


Terms This is a permanent, full time job, which reqires working days and evenings.

Salary will be $45,117.00 to $61,586.00 per year for a 35 hour week.

Education The applicant should have completed college.

Experience is an asset.

Credentials required The applicant should have Investment Funds Institute of Canada Course, Canadian Institute of Financial Planning Course.

Work Setting Bank

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, Review and examine financial services and institutions to ensure compliance with governing legislation and regulation

Essential Skills Reading text, Document use, Numeracy, Writing, Oral communication, Working with others, Problem solving, Decision making, Job task planning and organizing, Finding information, Computer use, Continuous learning

Other Information Financial Planner certificate issued by the Financial Planners Standards Council or a certificate in financial planning from of the Autoritè des marchès financiers.

Languages Other than English, the aplicant should Speak French, Read French, Write French.

Profile for Caisse Populaire de Cornwall

Caisse Populaire in Cornwallis is located between Montreal and Ottawa. It serves 8328 members and is worth $134 million in assets, including $95 million in loans, and $125 million in savings. The Caisse has a dynamic team of 35 employees.

Apply

By mail

840 RUE PITT, BUREAU 100
Cornwall, Ontario
K6J 3S2   map

By phone from 9:00 to 17:00

(613) 932-4989 ext.: 4230

By fax

(613) 932-4240

By email

jean-pierre.leroux@desjardins.com


Sequence ID: 1678834
Order Number: 4068939
Date Created: 2008-11-28
Expires: 2008-12-28




source HRSDC