financial advisor
With some duties as a financial manager
Posted on April 15, 2026 by Employer details Shirley Guibernas
Job details
Education: Bachelor's degree. Community college and general and vocational college (CEGEP) administration. Business administration and management, general. College/university preparatory programs. or equivalent experience. Work setting: Financial services industry. Tasks: Advise on trust account investments. 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. Computer and technology knowledge: MS Office. Area of specialization: Financial planning. Wealth management. Security and safety: Criminal record check. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Due diligence. Screening questions: Are you authorized to work in Canada?. Are you available to start on the date listed in the job posting?. Are you currently a student?. Do you have experience working in this field?. Do you have the equipment you need to work from home (like internet and a workspace)?. Do you have the required certifications listed in the job posting?. Do you live near the job location?. Do you meet the language requirements listed in the job posting?. Experience: 1 to less than 7 months. Employment terms options: To be determined. Financial benefits: Bonus. Commission. Life insurance. Other benefits: Free parking available. Team building opportunities. Parking available.- Location 350 Rutherford Road S Plaza 2Brampton, ONL6W 4N6
- Work location On site
-
Salary$36.06HOUR hourly / 35 to 40 hours per week
+ 26% commission per sale Minimum wage is guaranteed - Terms of employment Permanent employmentFull time
- To be determined
- Starts as soon as possible
- Benefits: Financial benefits, Other benefits
- vacancies 5 vacancies
- Source Job Bank #3553530
Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
- Community college and general and vocational college (CEGEP) administration
- Business administration and management, general
- College/university preparatory programs
Experience
1 to less than 7 months
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Financial services industry
Responsibilities
Tasks
- Advise on trust account investments
- 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
Experience and specialization
Computer and technology knowledge
- MS Office
Area of specialization
- Financial planning
- Wealth management
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
Benefits
Financial benefits
- Bonus
- Commission
- Life insurance
Other benefits
- Free parking available
- Team building opportunities
- Parking available
Who can apply for this job?
You can apply if you are:
- a Canadian citizen
- a permanent resident of Canada
- a temporary resident of Canada with a valid work permit
Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.
Advertised until
2026-05-06
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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