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
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