financial planner Verified

Updated: May 15, 2024 07:44 AM GMT

STEPHEN HOUSE AGENCY INC

Fort McMurray, AB

Education: Secondary (high) school graduation certificate. Work setting: Investment firm. Insurance company. 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. Certificates, licences, memberships, and courses : Anti-Money Laundering (CAMS) Certification. Canadian Securities Course (CSC). Conduct and Practices Handbook 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: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent... More Detail

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