Employment Information
- Post ID: 788834134
- Open Date: May 2, 2025
- Close Date: June 27, 2025
- Organization: BJM Financial Services
- Sector: Accounting & Finance
- Business Location:Stratford, Ontario, Canada
- Total Views: 201
- Duration: 0 calendar days (1 business days)
- Last Updated: 12 hours ago
- Job URL: https://newpeople.ca/jobs/ontario/stratford-on/788834134/financial-planner/
Job Details
- Experience: 1 year - 2 years
- Job Vacancies: 1
- Compensation: $5,000 to $10,000 per month (To be negotiated) / 15 to 30 hours per week
- Anticipated Start Date: As soon as possible
- Apply by: email to [email protected]
- 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
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