Financial Planning Expert

15 hours ago


Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time
  • Education: Bachelor's degree is required for this role, or equivalent experience in a related field.
  • Experience: 1 year to less than 2 years of experience in investment planning, or a related field.
Key Responsibilities:
  • Identify clients' financial goals and develop tailored financial plans to achieve them.
  • Conduct thorough analyses of clients' financial records to provide informed investment advice.
  • Develop and implement comprehensive financial plans, including cash management, insurance coverage, investment planning, and estate planning.
  • Recommend and arrange for the sale of suitable financial products and investments for clients.
Certifications and Training:
  • Candidate must hold the Canadian Securities Course (CSC) certification.
  • Canadian Institute of Financial Planning Course is also required.
  • Work Term: Permanent full-time position.
  • Work Language: English.
  • Hours: 30 hours per week.


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