investment specialist
3 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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Investment Specialist
1 day ago
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Investment Specialist
2 days ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAbout the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Analysis: Conduct thorough analysis of clients' financial records to identify areas...
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Investment Specialist
5 days ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAbout the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Needs Assessment: Identify clients' financial goals and objectives, and develop...
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Investment Specialist, Administrative Assistant
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Investment Specialist
3 days ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAbout the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Needs AssessmentIdentify and understand clients' financial goals, risk tolerance, and...
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Investment Specialist
3 days ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAbout the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Needs AssessmentIdentify and understand clients' financial goals, risk tolerance, and...
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Investment Specialist
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Investment Advisor
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Investment Advisor
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Financial Planner, Investment Specialist
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4 days ago
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