OverviewCFMWS Gagetown Financial planner – personal finances (Financial Counsellor) Full Time in Fredericton, NB
Branch Fredericton NB CA
Financial planner – personal finances (Financial Counsellor)
On-site customer service . Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning ….
Completion of college/CEGEP/vocational or technical training; Completion of university . Credentials (certificates, licences, memberships, courses, etc.)
Not required . Experience
2 years to less than 3 years . Work Setting
Government . Area of Specialization
Financial planning; Financial examination . 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 . Security and Safety
Enhanced reliability security clearance; Credit check . Work Conditions and Physical Capabilities
Fast-paced environment; Work under pressure; Attention to detail; Large caseload . Work Location Information
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 .
Bilingual Non-Mandatory. Read 3, Write 2, Oral interaction 3. Level 2=Functional, 3=Advanced. If the successful candidate does not meet profile, they will be required to take 2nd language training.
Employment Type: Full Time
Location: Fredericton, NB, CA
Posted on: 2015-09-24