Financial services advisor

Financial services advisor

Employer  Handbond Financial Solutions Inc.

• Location: Burlington, ON L7L 6W6
• Salary:  31.00 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

• Financial planning

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