Job description:
Financial services advisor
Employer Handbond Financial Solutions Inc.
- Location: North York, ON M2M 4J1
- Salary: 36.75 hourly / 30 to 40 hours per Week
- Terms of employment: Permanent employment Full time
- Start date Starts: as soon as possible
- Benefits: Other benefits
- vacancies1 vacancy
Languages
English
Education
- Bachelor's degree
- Business/commerce, general
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
Benefits
Other benefits
- Other benefits – allowance for medical related expenses
- Valid Life & Health Insurance licence
- Mutual Fund License (CIFC)
Credentials
Certificates, licences, memberships, and courses
How to apply
By email with resume and requested certifications to philip.he@sunlife.com
