Financial consultant - Toronto
INDOCAN STUDY INC Toronto
Overview
Languages
English
Education- Bachelor's degree
Experience
3 years to less than 5 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
- Arrange for sale of financial products and investments
Credentials
Certificates, licences, memberships, and courses- Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
Additional information
Work conditions and physical capabilities- Fast-paced environment
Royal Bank of CanadaMississauga, 26 km from Toronto
Job Summary
Job Description
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