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investment specialist
2 weeks ago
- Education:
- Expérience: Education
- Bachelor's degree
- or equivalent experienceTasks
- 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 investmentsCertificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning CourseExperience
- 1 year to less than 2 years
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 30 hours per week
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investment specialist
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeOverview Languages English Education Bachelor's degree or equivalent experience Experience 1 year to less than 2 years 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...
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investment specialist
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeEducation: Bachelor's degreeExperience: 1 year to less than 2 years or equivalent experienceTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of...
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