financial advisor LMIA requested
Posted on December 01, 2025 by a licensed third-party for Employer details VCU Financial Ltd.
Job details
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years. 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. Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds. Certificates, licences, memberships, and courses : Canadian Securities Course (CSC). Conduct and Practices Handbook course. Computer and technology knowledge: MS Office. Insurance experience: Life insurance products. Area of work experience: Mutual funds. Area of specialization: Financial planning. Wealth management. Security and safety: Criminal record check. Work conditions and physical capabilities: Attention to detail. Personal suitability: Accurate. Organized. Team player. Screening questions: Are you authorized to work in Canada?. Are you willing to relocate for this position?. Do you have the required certifications listed in the job posting?. Experience: 3 years to less than 5 years. Employment terms options: Morning. Day. Weekend. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Bonus. Group insurance benefits. Life insurance. Mileage paid. Registered Retirement Savings Plan (RRSP). Long term benefits: Maternity and parental benefits. Other benefits: Free parking available. Learning/training paid by employer. Other benefits. Paid time off (volunteering or personal days). Parking available. Travel insurance. Wellness program.- Location5111 50 AvenueWetaskiwin, ABT9A 0S5
- Work location On site
- Salary$38.20HOUR hourly / 37 hours per week
- Terms of employment Permanent employmentFull time
- Morning, Day, Weekend
- Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Long term benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #3455116
Labour Market Impact Assessment (LMIA) requested
The employer could not find a Canadian worker for this job and applied for a Labour Market Impact Assessment (LMIA) to hire a temporary foreign worker. Canadian workers, including Canadian citizens and permanent residents, are still encouraged to apply with a Job Bank Plus Account.
The employer’s LMIA application is currently under review by the Temporary Foreign Worker (TFW) Program. To report abuse of the TFW Program, call the program’s tip line.
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience
3 years to less than 5 years
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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Credentials
Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
Experience and specialization
Computer and technology knowledge
- MS Office
Insurance experience
- Life insurance products
Area of work experience
- Mutual funds
Area of specialization
- Financial planning
- Wealth management
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Attention to detail
Personal suitability
- Accurate
- Organized
- Team player
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Group insurance benefits
- Life insurance
- Mileage paid
- Registered Retirement Savings Plan (RRSP)
Long term benefits
- Maternity and parental benefits
Other benefits
- Free parking available
- Learning/training paid by employer
- Other benefits
- Paid time off (volunteering or personal days)
- Parking available
- Travel insurance
- Wellness program
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.
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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