1110216
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investment specialist

Posted on October 07, 2024 by Employer details Tianxin Financial Services Corp

Job details

  • LocationHamilton, ON
  • Workplace information On site
  • Salary35.00 hourly / 30 hours per week
  • Terms of employment Permanent employmentFull time
  • Starts as soon as possible
  • vacancies 1 vacancy
  • Source Job Bank #3109510

Overview

Languages

English

Education

  • Bachelor's degree

Experience

1 year to less than 2 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

Tasks

  • 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

Credentials

Certificates, licences, memberships, and courses 

  • Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning Course

Who can apply to this job?

The employer accepts applications from:

  • Canadian citizens and permanent or temporary residents of Canada.
  • Other candidates with or without a valid Canadian work permit.

Advertised until

2025-01-02

Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.

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Job market information

investment specialist NOC 11102 Hamilton–Niagara Peninsula Region
Median wage Help -
35.00 $/hour

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