Personal Finance Advisor Job

• Assist while developing information for mobile app regarding personal financial plans covering cash management, finances, insurance, investments, retirement and estate planning, taxes and legal matters
• Participate in process of creating an algorithm to analyze clients’ financial records, goal setting and financial strategy development features
• Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct
• Increase customer financial confidence and financial literacy

• A bachelor’s degree in business administration, commerce or economics
• Sound knowledge of advanced investing and credit processes, banking system
• Proficiency in software tools including MS Office, and internet application
• A self-initiator with strong organizational, planning and time management skills

“CLASSFIN” creates 1st class e-learning programs offering a wide coverage of modern topics in economics & finance to improve financial literacy in Canada.