Overview

Job Location: 229 Yonge Street Suite 400 Toronto Ontario M5B 1N9 Canada

Details: Full time, Permanent, 35 to 40 hours per week

Salary: $42 per hour

Experience Required: 2 years to less than 3 years

Education Required: Bachelors Degree

Start Date: as soon as possible

Duties:

1. Identify clients’ financial goals and objectives
2. Analyze clients’ financial records
3. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
4. Arrange for sale of financial products and investments
5. review all financial transactions within their organization to ensure that they comply with relevant laws and regulations
6. Preparing reports about financial status and trends for senior management
7. Complying with government regulations regarding financial activities such as taxation, securities trading, banking, and insurance

How to apply:

By sharing resume on knowledge.hiring@yahoo.com

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About KNOWLEDGE WEALTH MANAGEMENT LTD

Knowledge Wealth Management Ltd.is an established as financial planning and wealth management company that provide professional consulting services to all type of industry specifically to small, medium scale industry and individuals within Management & Financial Services Industry