Position: Financial Advisor
Company: TY PEAK TAX SERVICE INC.
Location: 902-250 Consumers Rd, North York, ON, M2J 4V6
Job Type: Full-Time, permanent
Salary: $36-$38 per hour
Hours: Monday through Friday, 35 hours/week
Benefits:
2 weeks paid vacation or 4% of gross salary
Employee Group Insurance
About the Role:
As a Financial Advisor at TY PEAK TAX SERVICE INC., you will be essential in helping clients navigate their financial futures. This role involves crafting detailed financial plans covering cash management, investments, insurance, retirement, and estate planning. You will also guide clients through the complexities of tax and legal matters associated with their financial strategies.
Key Duties:
- Develop personalized financial plans for clients.
- Analyze clients' financial records, set goals, and devise strategies.
- Advise on the implementation of financial strategies to help clients meet their goals.
- Handle the purchase and sale of financial products and investments, maintaining compliance with relevant licenses.
- Monitor client portfolios to ensure quality and profitability.
- Drive business growth by attracting new clients and cultivating existing relationships.
Skills and Qualifications:
- Completion of the Canadian Securities Course (CSC).
- Level 1 Chartered Financial Analyst Certificate.
- Strong analytical and quantitative skills.
- Proficiency in data analysis software and tools.
- Excellent communication and interpersonal skills.
- Fluent in English and Mandarin.
Requirements:
- Available to start as soon as possible.
- Background in banking.
- 1 to 2 years of experience in a related field.
- Bachelor’s degree.
How to Apply:
Interested candidates should submit their resume and cover letter to sean.li@ikuduu.com. And a References attesting experience, or a Proof of the requested certifications, or a letter of recommendation
are appreciated and favored
