Financial Planning Specialist

1 day ago

Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time
Job Summary

Tianxin Financial Services Corp is seeking a skilled Financial Planning Specialist to join our team. As a key member of our investment team, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Investment Analysis: Conduct thorough analysis of clients' financial records and provide recommendations on investment opportunities.
  • Cash Management: Assist clients in managing their cash flow and making informed decisions about investments.
  • Insurance and Estate Planning: Provide guidance on insurance coverage and estate planning to ensure clients' financial security.
  • Product Sales: Arrange for the sale of financial products and investments that meet clients' needs.
Requirements
  • Education: Bachelor's degree or equivalent experience.
  • Certifications: Canadian Securities Course (CSC) and Canadian Institute of Financial Planning Course.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Language: English.
  • Work Hours: 30 hours per week.

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