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Investment Advisor

1 month ago

Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time
Investment Specialist Role

Tianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities
  • Conduct thorough financial assessments to understand clients' needs and goals
  • Develop and implement tailored financial plans to achieve clients' objectives
  • Provide expert advice on investment planning, retirement, and estate planning
  • Collaborate with clients to identify and implement effective cash management strategies
  • Stay up-to-date with industry developments and regulatory requirements
Requirements
  • Canadian Securities Course (CSC) certification
  • Canadian Institute of Financial Planning Course
  • 1-2 years of experience in a related field
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment