Investment Advisor
4 weeks ago
Tianxin 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 Responsibilities- Identify clients' financial goals and objectives, and develop personalized financial plans to help them achieve their goals.
- Analyze clients' financial records, including income, expenses, assets, and liabilities, to identify areas for improvement.
- Develop and implement investment strategies to help clients achieve their financial goals, including cash management, insurance coverage, investment planning, retirement, and estate planning.
- Arrange for the sale of financial products and investments, and provide ongoing support and guidance to clients.
- Stay up-to-date with industry developments and best practices, and maintain professional certifications and designations, such as the Canadian Securities Course (CSC) and the Canadian Institute of Financial Planning Course.
- Bachelor's degree in a related field, such as finance, business, or economics.
- 1-2 years of experience in a related field, or equivalent experience.
- Canadian Securities Course (CSC) and Canadian Institute of Financial Planning Course certifications.
- Excellent communication and interpersonal skills, with the ability to work with clients and colleagues in a team environment.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
Tianxin Financial Services Corp is a dynamic and growing company that offers a competitive salary and benefits package, as well as opportunities for professional development and advancement. We are committed to providing a positive and inclusive work environment that supports the well-being and success of our employees.
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Investment Advisor
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Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:Grow your career with RBC Dominion Securities Inc. as an Investment Advisor.About the Role:As an Investment Advisor at RBC Dominion Securities Inc., you will help clients achieve their financial goals while building a successful business. You will leverage RBC's extensive resources and expertise to create customized investment plans and...
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Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:Grow your career with RBC Dominion Securities Inc. as an Investment Advisor.About the Role:As an Investment Advisor at RBC Dominion Securities Inc., you will help clients achieve their financial goals while building a successful business. You will leverage RBC's extensive resources and expertise to create customized investment plans and...
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Investment Advisor
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Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as an Investment AdvisorAt RBC Dominion Securities, we're looking for talented individuals to join our team as Investment Advisors. As a key member of our wealth management team, you'll have the opportunity to build and maintain client relationships, provide personalized financial advice, and help your clients achieve their long-term...
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Investment Advisor
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Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth...
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Investment Advisor
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2 weeks ago
Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBCRBC Dominion Securities is seeking a talented Investment Advisor to join our team. As a key member of our wealth management team, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals, families, and business...
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1 week ago
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Hamilton, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRole OverviewAs a Senior Investment Advisor at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton market. You will be fully supported by internal partners who send client referrals your way, enabling you to provide world-class advice and solutions that help clients...
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Hamilton, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock Your Potential as a Financial Planning and Wealth Management ExpertAt Royal Bank of Canada, we're seeking a talented Investment Advisor to join our team. As a key member of our wealth management team, you'll have the opportunity to help clients achieve their financial goals while building a successful career.What You'll...
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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
4 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
4 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...