Financial Services Specialist

1 day ago


Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time
Job Title: Financial Services Specialist

We are seeking a highly skilled Financial Services Specialist to join our team at Tianxin Financial Services Corp. As a Financial Services Specialist, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities:
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records to develop personalized financial plans
  • Develop and implement investment strategies to achieve clients' financial goals
  • Provide ongoing financial planning and investment advice to clients
  • Stay up-to-date with industry developments and best practices in financial planning and investment management
Requirements:
  • Bachelor's degree in a related field, such as finance, economics, or business
  • Canadian Securities Course (CSC) certification
  • Canadian Institute of Financial Planning Course certification
  • 1 year to less than 2 years of experience in financial planning and investment management
  • Excellent communication and interpersonal skills
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment


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