investment specialist
6 months ago
- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
- 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 Course
- Work Term: Permanent
- Work Language: English
- Hours: 30 hours per week
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