Financial Planning Specialist

2 weeks ago


Toronto, Ontario, Canada INDOCAN STUDY INC Full time

At INDOCAN STUDY INC, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3 years to less than 5 years of experience in the financial industry.

Key Responsibilities
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records to develop personalized financial plans
  • Collaborate with clients to arrange for the sale of financial products and investments
Required Certifications
  • Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning Course

The successful candidate will have excellent communication and analytical skills, with the ability to work in a fast-paced environment. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.



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