Financial Services Professional
4 weeks ago
Job Summary
Tianxin Financial Services Corp is seeking a skilled Financial Services Professional to join our team. As an Investment Planning Specialist, 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
- Bachelor's degree or equivalent experience
- Canadian Securities Course (CSC) certification
- Canadian Institute of Financial Planning Course certification
- 1 year to less than 2 years of experience in a related field
Working Conditions
- Permanent position
- 30 hours per week
- English language proficiency
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