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investment specialist

investment specialist

Tianxin Financial Services CorpHamilton, ON, CA
Il y a plus de 30 jours
Salaire
35,00 $CA par heure
Type de contrat
  • Temps plein
  • CDI
Description de poste
  • Education : Bachelor's degree
  • Experience : 1 year to less than 2 years
  • 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
    • Work Term : Permanent
    • Work Language : English
    • Hours : 30 hours per week