Employment Information
- Post ID: 449869801
- Posted Date: Oct 30, 2025
- Close Date: Dec 13, 2025 (open for 43 days)
- Company: BJM Financial Services
- Category: Accounting & Finance
- Business Location:Stratford, Ontario, Canada
- Total Views: 802
- Listing Age: 0 calendar days (1 business days)
- Last Updated: 3 hours ago
- Job URL: https://tribaljobs.ca/jobs/449869801/ontario/stratford-on/financial-planner/
Job Details
- Experience: 3 years - 5 years
- Opening Positions: 1
- Remuneration: $4,000 to $10,000 per month (To be negotiated) / 20 to 35 hours per week
- Commencement Date: As soon as possible
- Education: College certificate or diploma more than 2 years
Job Description
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
Insurance experience
- Life insurance products
Area of specialization
- Financial planning
- Financial technology
- Wealth management
- Accounting
- Investment funds
Additional information
Personal suitability
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Organized
- Due diligence
Benefits
Financial benefits
- Bonus
- Commission