investment specialist

3 months ago


Hamilton, Canada Tianxin Financial Services Corp Full time
  • 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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