Investment Specialist

6 months ago

Ancaster, Canada Tianxin Financial Services Corp Full time

Education:

- Expérience:
**Education**:

- Bachelor's degree
- or equivalent experience
**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
**Certificates, licences, memberships, and courses**:

- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
**Experience**:

- 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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