Financial Investment Advisor
3 weeks ago
As a Financial Investment Advisor at Tianxin Financial Services Corp, you will play a crucial role in assisting clients with their financial aspirations. Your expertise will guide them in making informed decisions regarding their investments and financial planning.
Educational Requirements- Bachelor's degree or equivalent experience
- Assess clients' financial objectives and aspirations
- Review and analyze clients' financial documentation
- Create tailored financial strategies for clients
- Provide insights on cash management, insurance options, investment strategies, retirement planning, and estate management
- Facilitate the acquisition of financial products and investment opportunities
- Completion of the Canadian Securities Course (CSC)
- Completion of the Canadian Institute of Financial Planning Course
- 1 to 2 years of relevant experience
- Employment Duration: Permanent
- Working Language: English
- Work Hours: 30 hours per week
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