Financial consultant
INDOCAN STUDY INC
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