Financial Services Advisor

6 months ago


North York, Canada Handbond Financial Solutions Inc. Full time

Education: Bachelor's degree
- Experience: 3 years to less than 5 years
**Tasks**:

- 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 investments
**Area of specialization**:

- Financial planning
**Screening questions**:

- Are you currently legally able to work in Canada?
- Are you willing to relocate for this position?
- Do you currently reside in proximity to the advertised location?
**Other benefits**:

- Other benefits
- Work Term: Permanent
- Work Language: English
- Hours: 30 to 40 hours per week


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