Strategic Financial Strategist

2 weeks ago


Toronto, Ontario, Canada INDOCAN STUDY INC Full time

We are seeking a skilled Strategic Financial Strategist to join our team at INDOCAN STUDY INC. As a key member of our organization, you will play a crucial role in shaping the financial futures of our clients.

Job Overview

This is a permanent full-time opportunity that offers a competitive salary and benefits package. The successful candidate can expect to work 32 hours per week in a fast-paced environment.

The ideal candidate will have a Bachelor's degree and 3-5 years of experience in a related field. You will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

To be successful in this role, you must possess excellent analytical and problem-solving skills, as well as strong communication and interpersonal skills. Additionally, you should be proficient in Canadian Securities Course (CSC) and Canadian Institute of Financial Planning Course.

If you are a motivated and results-driven professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

Key Responsibilities
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records
  • Develop personalized financial plans for clients
  • Arrange for sale of financial products and investments
Benefits

We offer a competitive salary range of $75,000 - $100,000 per year, depending on experience. In addition to your base salary, you will also receive benefits such as health and dental insurance, retirement savings plan, and paid time off.

Working Conditions

This is a remote opportunity with flexible working hours. However, occasional travel to client meetings may be required.



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