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financial services advisor Verified
Posted on April 25, 2024 by Employer details Handbond Financial Solutions Inc.
Job details
Education: Bachelor's degree. 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. Area of specialization: Financial planning. Screening questions: Are you currently legally able to work in Canada?. Are you willing to relocate for this position?. Do you currently reside in proximity to the advertised location?. Experience: 3 years to less than 5 years. Other benefits: Other benefits.- LocationNorth York, ON
- Salary$36.75HOUR hourly / 30 to 40 hours per week
- Terms of employment Permanent employmentFull time
- Start date Starts as soon as possible
- Benefits: Other benefits
- vacancies 1 vacancy
- Verified
- Source Job Bank #2893691
Overview
Languages
English
Education
- Bachelor's degree
Experience
3 years to less than 5 years
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
Experience and specialization
Area of specialization
- Financial planning
Benefits
Other benefits
- Other benefits
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-05-25
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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