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investment specialist
Posted on October 07, 2024 by Employer details Tianxin Financial Services Corp
Job details
Education: Bachelor's degree. 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. Certificates, licences, memberships, and courses : Canadian Securities Course (CSC). Canadian Institute of Financial Planning Course. Experience: 1 year to less than 2 years.- LocationHamilton, ON
- Workplace information On site
- Salary$35.00HOUR hourly / 30 hours per week
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3109510
Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
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
- Arrange for sale of financial products and investments
Credentials
Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-12-03
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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