Financial Planning Advisor

7 days ago


Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

Financial Planning Advisor

Tianxin Financial Services Corp is seeking a skilled Financial Planning Advisor to join our team. As a Financial Planning Advisor, 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
  • Arrange for sale of financial products and investments

Requirements:

  • Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning Course
  • Work Term: Permanent
  • Work Language: English
  • Hours: 30 hours per week


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