Financial Planner Job

Financial planner

Employer details:
Kismet Wealth Group Corporation

Job details
• Location Etobicoke, ON M8Y 1K9
• Workplace information On site
• Salary cad37.00 hourly / 30.00 to 40.00 hours per Week
• Terms of employment Permanent employment Full time
• Day
• Start date Starts as soon as possible
• vacancies 1 vacancy

Languages :
English
Education:
• Bachelor's degree
Experience:
Will train
On site:
Work must be completed at the physical location. There is no option to work remotely.
Work setting:
• Urban area
• Investment firm
• Insurance company
• Real estate company
• Private company, corporation or industry
• Financial services industry
• Head office

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
• Underwrite new issues of stocks and bonds

Credentials-
Certificates, licences, memberships, and courses :
• Canadian Securities Course (CSC)
• Canadian Institute of Financial Planning Course
• Conduct and Practices Handbook course

Experience and specialization-
Computer and technology knowledge:
• Quick Books
Area of work experience:
• Mutual funds
Area of specialization:
• Financial planning
• Trading
• Wealth management
• Accounting

Additional information-
Security and safety:
• Criminal record check

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.

How to apply-
By email:
[email protected]

This job posting includes screening questions. Please answer the following questions when applying:
• Are you currently legally able to work in Canada?