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Investment Specialist

2 months ago

Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time
About the Role

We are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Client Needs Assessment: Identify clients' financial goals and objectives, and develop personalized financial plans to meet their needs.
  • Financial Analysis: Analyze clients' financial records to provide recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Product Arrangement: Arrange for the sale of financial products and investments that align with clients' goals and objectives.
  • Professional Development: Stay up-to-date with industry developments and maintain professional certifications, such as the Canadian Securities Course (CSC) and the Canadian Institute of Financial Planning Course.
Requirements
  • Education: Bachelor's degree in a related field.
  • Experience: 1 year to less than 2 years of experience in a related field, or equivalent experience.
  • Language: Fluency in English.
Work Environment
  • Work Type: Permanent.
  • Work Hours: 30 hours per week.