financial consultant

INDOCAN STUDY INC; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Toronto is seeking a Financial Planner to identify clients' financial goals and develop tailored financial plans. The ideal candidate will have a Bachelor’s degree, 3 to 5 years of experience in financial planning, and certifications like the Canadian Securities Course. This is a permanent position requiring English proficiency and involves 32 hours of work per week.

Qualifications

• Minimum 3 years of experience in financial planning or a related field.
• Proven ability to analyze financial records and develop plans.
• Must have completed Canadian Securities Course (CSC).

Responsibilities

• Identify clients' financial goals and objectives.
• Analyze clients' financial records.
• Develop financial plans for clients.

Skills

Financial planning

Client relationship management

Analytical skills

Sales acumen

Education

Bachelor's degree

Job description

Education : Bachelor's degree

Experience : 3 years to less than 5 years

Tasks :

1. Identify clients' financial goals and objectives
2. Analyze clients' financial records
3. Develop financial plans for clients
4. Arrange for sale of financial products and investments

Certificates, licences, memberships, and courses :

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

Work conditions and physical capabilities :

• Fast-paced environment

Additional Information :

• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 32 hours per week