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Financial Advisor

Hospitality Full Benefits Career Growth
Company

STEPHEN HOUSE AGENCY INC

Location

fort mcmurray, Canada

Posted

June 14, 2026

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Join our team and work where others vacation

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About This Opportunity

Education

Secondary (high) school graduation certificate or equivalent experience.

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.

Certifications, Licences, Memberships, and Courses

  • Anti‑Money Laundering (CAMS) Certification
  • Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning 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