Employment Information
- Post ID: 465130410
- Posted Date: Apr 28, 2025
- Closing Date: Jun 20, 2025
- Company: BJM Financial Services
- Category: Accounting & Finance
- Business Location:Stratford, Ontario, Canada
- Total Views: 200
- Duration: 0 calendar days (1 business days)
- Last Updated: 6 hours ago
- Job URL: https://tribaljobs.ca/jobs/465130410/ontario/stratford-on/financial-planner/
Job Details
- Experience: 1 year - 2 years
- Opening Positions: 1
- Remuneration: $5,000 to $10,000 per month (To be negotiated) / 15 to 30 hours per week
- Commencement Date: As soon as possible
- Education: College certificate or diploma more than 2 years
- How to apply: email to [email protected]
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
Area of specialization
- Financial planning
- Financial technology
- Wealth management
- Accounting
Additional information
Personal suitability
- Efficient interpersonal skills
- Excellent oral communication
- Organized
Benefits
Financial benefits
- Bonus
- Commission