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Financial Planner

2 months ago

Toronto, Ontario, Canada Kismet Wealth Group Corporation Full time
Job Title: Financial Planner

Kismet Wealth Group Corporation is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:
  • 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
  • Underwrite new issues of stocks and bonds
Requirements:
  • Certified Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning Course
  • Conduct and Practices Handbook course
  • Quick Books proficiency
  • Experience in mutual funds
  • Specialization in financial planning, trading, wealth management, and accounting
Work Environment:

This is a permanent position with a 30-40 hour workweek. The ideal candidate will be able to work in a fast-paced environment and have excellent communication skills.

Language:

The primary language of work is English.