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Investment Specialist

Posted by: Tianxin Financial Services Corp.
Posting date: June 06, 2024      Closing date: December 03, 2024
Posting date: June 06, 2024
Closing date: December 03, 2024
 
Job location: Hamilton - ON, Canada
 
Salary: 35
 
Vacancy: 1
 
Job category: Financial
Job id: 20240606-225319

Job description:


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 or equivalent work experience is required
  • At least one years working experience as an Investment Specialist in financial service industry is reuqired
  • 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: 10 George St. Suite 208 Hamilton ON L8P 1C8 Canada

 

How to apply:

If interest in this position, please apply by sending resume via email at jobs@tianxinfinancial.com

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