Client-First Wealth & Portfolio Advisor (Toronto)

Client-First Wealth & Portfolio Advisor (Toronto)

17 Apr
|
Optimize Financial Group
|
Toronto

17 Apr

Optimize Financial Group

Toronto

A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions. This role involves conducting client meetings, understanding financial goals, recommending tailored investment strategies, and maintaining long-term client relationships. Candidates should possess the CIM designation or CFA Level 1 and have at least 4 years of relevant experience in financial analysis or due diligence. Candidates fluent in French will have an advantage.
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📌 Client-First Wealth & Portfolio Advisor (Toronto)
🏢 Optimize Financial Group
📍 Toronto

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