Jobs Open | |
Region: Cornwall area, Ontario
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Caisse Populaire de Cornwallis looking for Financial plannerin 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. ApplyBy mail 840 RUE PITT, BUREAU 100 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 |