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financial planner
Posted on September 03, 2024 by Employer details Kismet Wealth Group Corporation
Job details
Education: Bachelor's degree. Work setting: Urban area. Investment firm. Insurance company. Real estate company. Private company, corporation or industry. Financial services industry. Head office. 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. Underwrite new issues of stocks and bonds. Certificates, licences, memberships, and courses : Canadian Securities Course (CSC). Canadian Institute of Financial Planning Course. Conduct and Practices Handbook course. Computer and technology knowledge: Quick Books. Area of work experience: Mutual funds. Area of specialization: Financial planning. Trading. Wealth management. Accounting. Security and safety: Criminal record check. Screening questions: Are you currently legally able to work in Canada?. Experience: Will train.- LocationEtobicoke, ON
- Workplace information On site
- Salary$37.00HOUR hourly / 30 to 40 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #2915984
Overview
Languages
English
Education
- Bachelor's degree
Experience
Will train
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Urban area
- Investment firm
- Insurance company
- Real estate company
- Private company, corporation or industry
- Financial services industry
- Head office
Responsibilities
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
- Underwrite new issues of stocks and bonds
Credentials
Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
- Conduct and Practices Handbook course
Experience and specialization
Computer and technology knowledge
- Quick Books
Area of work experience
- Mutual funds
Area of specialization
- Financial planning
- Trading
- Wealth management
- Accounting
Additional information
Security and safety
- Criminal record check
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-10-03
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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