Education

Secondary (high) school graduation certificate or equivalent experience.

Tasks

• 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.

Certifications, Licences, Memberships, and Courses

• Anti‑Money Laundering (CAMS) Certification
• Canadian Securities Course (CSC)
• Canadian Institute of Financial Planning Course
• Investment Funds Institute of Canada (IFIC) Accreditation

Area of Specialization

• Financial planning
• Wealth management

Security and Safety

• Criminal record check
• Credit check

Work Conditions and Physical Capabilities