investment specialist

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
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 30 hours per week