What the posting asks for

• English or French

From the posting's details in Job Bank's open data. The full ad is on Job Bank.

Hours and terms

• Full time, Permanent employment

Usually needed for this kind of work

• A bachelor's degree in business administration, commerce, economics or a related field is usually required.
• The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
• To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
• Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.

From Canada's occupation guide (OaSIS) for Financial advisors (NOC 11102). It describes this kind of work in general, not this employer's ad.

What this work usually involves

• Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
• Analyze clients' financial records, set goals and develop a financial strategy
• Advise clients on implementing the financial plan to help them achieve their goals
• May also arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability
• May help to expand business and attract new clients.

About the employer

• Region: Vancouver Island and Coast Region