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Business Planning Specialist

1 month ago

Toronto, Ontario, Canada INDOCAN STUDY INC Full time
Job Summary

We are seeking a skilled Business Planning Specialist to join our team at INDOCAN STUDY INC.

Key Responsibilities
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records to develop tailored financial plans
  • Arrange for the sale of financial products and investments
  • Maintain up-to-date knowledge of industry trends and regulatory requirements
Certifications and Education
  • Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning Course
Work Environment
  • Fast-paced environment
  • 32 hours per week
  • Permanent employment
  • English language