Investment Specialist
Job detail
Company description
Tianxin Financial Services Corp. has been an independent, successful financial planning business in Hamilton since 2016. The main business services of Tianxin Financial Services Corp. include financial and investment consulting and personal finance and tax planning. The company helps people to achieve their life goals and the overall financial success.
Job description – Investment Specialist
- 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
Qualification and Requirements
- Bachelor’s degree is required
- At least one years working experience as an Investment Specialist in financial service industry
- Completion of Canadian Security Course (“CSC”)
- Study towards to Personal Financial Planning Certificate (“PFP”) or registered in Canadian Institute of Financial Planning Courses
- Familiar with financial products and solid knowledge in fund and investments
Additional Information:
- Terms of employment: Permanent Full-time position
- Wage: $35/hour for 30 hours per week
- Location of work: Hamilton, Ontario
How to apply:
If interest in this position, please apply by sending resume via email at jobs@tianxinfinancial.com