Unit Corporation
Investment Funds Advisor
Job Description
THE ROLE Under the direction of the District Manager, the Investment Funds Advisor provides tailored investment advice and solutions to current and former CAF members and their families. They demonstrate skills, knowledge and experience in budgeting and cash flow management, mutual fund investments, education planning, retirement planning and estate planning. They analyze clients' financial records, set goals and recommend investment solutions to help them achieve their goals.
QUALIFICATIONS
College diploma in Business Administration, Commerce, Economics, or a related field
Canadian Securities Course (CSC)
Registered to sell Mutual Funds (MFDA/AMF)
Investment Funds Course (IFC)
Certified Financial Planner® (CFP) or Personal Financial Planner® (PFP)
EXPERIENCE
Provision of financial planning and investment services
Building relationships with clients
Organizing and delivering presentations
QUALIFICATIONS
College diploma in Business Administration, Commerce, Economics, or a related field
Canadian Securities Course (CSC)
Registered to sell Mutual Funds (MFDA/AMF)
Investment Funds Course (IFC)
Certified Financial Planner® (CFP) or Personal Financial Planner® (PFP)
EXPERIENCE
Provision of financial planning and investment services
Building relationships with clients
Organizing and delivering presentations