investment specialist
5 months 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, Administrative Assistant
5 months ago
Hamilton, Canada Scotiabank Full timeRequisition ID: 189163 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** As a Scotiabank Investment Specialist Administrative Assistant, you will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships...
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Investment Advisor
1 month ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeInvestment Specialist RoleTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop...
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Investment Advisor
1 month ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeInvestment Specialist RoleTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop...
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Investment Advisor
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeInvestment Specialist RoleTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop...
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Investment Advisor
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeInvestment Specialist RoleTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop...
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Investment Advisor
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeInvestment Specialist RoleTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop...
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Investment Advisor
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeInvestment Specialist RoleTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop...
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Investment Advisor
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob Title: Investment SpecialistAt Tianxin Financial Services Corp, we are seeking a highly skilled Investment Specialist to join our team.Job SummaryThe Investment Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesConduct...
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Investment Advisor
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob Title: Investment SpecialistAt Tianxin Financial Services Corp, we are seeking a highly skilled Investment Specialist to join our team.Job SummaryThe Investment Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesConduct...
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Investment Advisor
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeInvestment Specialist RoleTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesConduct thorough financial...
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investment specialist
3 weeks ago
Hamilton, Canada Tianxin Financial Services Corp Full timePosted on October 07, 2024 by Tianxin Financial Services CorpJob DetailsInvestment SpecialistLocation: Hamilton, ONWorkplace Information: On siteSalary: $35.00 per hour / 30 hours per weekTerms of Employment: Permanent employment, Full timeStarts: As soon as possibleVacancies: 1Source: Job Bank #3109510OverviewLanguagesEnglishEducationBachelor's degreeor...
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Investment Advisor
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a highly skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesConduct thorough financial analyses to...
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Investment Advisor
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a highly skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesConduct thorough financial analyses to...
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Investment Specialist
5 months ago
Hamilton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Investment Advisor
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a highly skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key ResponsibilitiesIdentify clients'...
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Investment Advisor
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a highly skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key ResponsibilitiesIdentify clients'...
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Investment Advisor
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry. Key responsibilities include identifying clients' financial goals and objectives, analyzing financial records, and developing personalized financial plans. The...
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Investment Advisor
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry. Key responsibilities include identifying clients' financial goals and objectives, analyzing financial records, and developing personalized financial plans. The...
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Investment Advisor
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry. Key responsibilities include identifying clients' financial goals and objectives, analyzing financial records, and developing personalized financial plans. The...
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Investment Advisor
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry. Key responsibilities include identifying clients' financial goals and objectives, analyzing financial records, and developing personalized financial plans. The...