咩係financial planner？

what company is it?

there are many "financial planner" / "management trainee" job positions provided by insurance insititutions. most of them are actually insurance sales and ask you to make cold calls to reach the quota.

我有個朋友做緊,即係財務策劃師,係幫客戶做財務安排,例如買賣基金組合,股票投資等,至於追quota問題,每間公司都唔同,有啲一個月一次,有啲三個月一次。希望幫到你啦。