Financial Investment Advisor

3 weeks ago


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

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
Key Responsibilities
  • 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
Qualifications
  • Completion of the Canadian Securities Course (CSC)
  • Completion of the Canadian Institute of Financial Planning Course
Experience
  • 1 to 2 years of relevant experience
  • Employment Duration: Permanent
  • Working Language: English
  • Work Hours: 30 hours per week

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