Investment advisor - personal finances (mutual funds advisor)

Terms of Employment: Permanent, Part Time leading Full Time

Salary: To be negotiated

Anticipated Start Date: As soon as possible

Location: Etobicoke, Ontario (1 vacancy)

Skill Requirements:


Education: Completion of university


Credentials (certificates, licences, memberships, courses, etc.): Investment Funds Institute of Canada Course


Experience: 1 year to less than 2 years


Languages: Speak English, Read English, Write English


Work Setting: Insurance company


Area of Specialization: Financial planning


Specific Skills: Identify clients' financial goals and objectives, 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: Criminal record check, Driver's validity license check


Work Conditions and Physical Capabilities: Fast-paced environment


Transportation/Travel Information: Own transportation


Other Languages: Arabic, Cantonese, Italian, Japanese, Korean, Mandarin, Polish, Portuguese, Punjabi, Russian, Spanish, Ukrainian, Vietnamese


Essential Skills: Oral communication, Problem solving, Decision making, Critical thinking, Job task planning and organizing, Finding information, Computer use


Other Information:If you are mutual fund licensed or life licensed, this is an opportunity for you. You must be customer focused as sales is based on needs. Enjoy flexibility and increase your product offerings.

Employer: Lilian Hee Karstadt

How to Apply:


Please apply for this job only in the manner specified by the employer. Failure to do so may result in your application not being properly considered for the position.


By E-mail: info@lhkinsurance.com