What the posting asks for

Job Bank's data for this posting doesn't list requirements. The full ad is on Job Bank.

Hours and terms

• Full time

Usually needed for this kind of work

• A bachelor's or master's degree in economics, business or other discipline is usually required.
• A recognized financial designation may be required (CFA, CFP, CIM or others).
• Securities sales representatives and brokers require completion of industry investment and sales training programs and completion of licensing courses such as the Canadian Securities Course and the Conduct and Practices Handbook Course offered by the Canadian Securities Institute, or acceptable alternatives such as completion of one or more levels of the CFA Program, offered by CFA Institute.
• Specialized courses are also available for securities sales representatives and brokers who want to trade in specific investment products such as securities options and futures contracts.
• Licensure by the provincial securities commission in the province of employment or a recognized self-regulatory organization is required for securities agents, investment dealers and brokers.

From Canada's occupation guide (OaSIS) for Securities agents and investment dealers (NOC 11103). It describes this kind of work in general, not this employer's ad.

What this work usually involves

• Develop long-term relationships with their clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios
• Review financial periodicals, stock and bond reports, business publications and other material, and develop a network within the financial industry to gather relevant information and identify potential investments for clients
• Carry out investment orders by buying and selling stocks, bonds, treasury bills, mutual funds and other securities for individual investors, pension fund managers or companies such as banks, trust companies and insurance firms
• Monitor clients' investment portfolios and ensure that investment transactions are carried out according to industry regulations.

About the employer

• Region: Kootenay Region