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Wealth Management Specialist

2 months ago

Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time
Position Overview

As a key member of Tianxin Financial Services Corp, the Investment Specialist will play a crucial role in guiding clients towards achieving their financial aspirations.

Qualifications
  • Education:
  • Bachelor's degree or equivalent experience
Key Responsibilities
  • Assess clients' financial objectives and aspirations
  • Review and interpret clients' financial documentation
  • Create tailored financial strategies for clients
  • Provide insights on cash flow management, insurance needs, investment strategies, retirement planning, and estate considerations
  • Facilitate the sale of financial instruments and investment products
Required Certifications
  • Completion of the Canadian Securities Course (CSC)
  • Completion of the Canadian Institute of Financial Planning Course
Experience Requirements
  • 1 to 2 years of relevant experience
  • Employment Type: Permanent
  • Working Language: English
  • Work Hours: 30 hours per week