Windrem Financial Group Inc. currently has the following employment opportunities for:
Junior Associate/Junior Associate Advisor (Licensed):
Responsibilities:
- Analyze investment portfolios
- Assist in development of model investment portfolios
- Optimize/rebalance investment portfolios for mutual funds and segregated funds
- Run insurance illustrations for life, critical illness, and disability insurance
- Data Input for Insurance Needs Analysis
- Data Input for Retirement Plans
- Assist in preparation of preliminary tax calculations
- Prepare material for client meetings
- Input client information into company software
- Communicate with clients regarding paperwork, required meeting materials, and appointments
Qualifications:
- Bachelor's Degree in Business/Finance or College Diploma in Financial Services is an asset
- Employment background in financial planning or tax considered an asset
- Proficient in Word and Excel (specifically formulas and Pivot Tables) with strong ability to learn new software
- High mathematical aptitude is an asset
- Excellent command of English (verbal and written)
- Strong attention to detail
- Willingness to learn new tasks and procedures
- Ability to work efficiently in teams
- Strong organizational skills
- Ability to meet deadlines and work under pressure
- Strong communication skills
Senior Executive Administrative Assistant - POSITION HAS BEEN FILLED
Wage/Salary Info: Industry standard and higher depending upon experience and qualifications
- Bonus and other perks to be discussed with successful candidates
Location: Saskatoon
Number of Positions: 1
Employment Terms: Full-Time
Education:
- Private Vocational School Certificate an asset
- Preference given for candidates with industry experience and licensing such as:
- Life licensed
- Mutual Fund licensed
Application Procedure:
E-mail
Windrem Financial Group Inc.
400 - 105 - 21st Street East (Canada Building, 4th Floor)
Saskatoon, SK
S7K 0B3.
Description of Position:
The appropriate candidates must have the following qualifications:
- Superior interpersonal, communication, and phone etiquette skills
- Great attention to detail, with high priority on proofreading skills
- Proficiency in Microsoft Office including Word, Excel, and Outlook
- Strong experience working with pivot tables and designing of spreadsheets with embedded formulas is essential
- Exceptional time management skills, must be able to prioritize
- Proficient keyboarding/typing skills
- Positive attitude
Please contact Katherine P. Windrem at (306) 652-WFGI (9344) or send a resume by e-mail to
Windrem Financial Group Inc.
Attention: Katherine P. Windrem
HR and Office Manager
400 - 105 - 21st Street East
Saskatoon, SK
S7K 0B3
