Become a Financial Advisor in Toronto, guiding clients towards financial security through expert wealth management services. This hybrid role is perfect for individuals committed to client service and compliance. In this pivotal position at our National Branch, you’ll engage with clients to provide solutions that meet their needs while maintaining accurate and updated records.
With 2 years' experience, you’ll oversee investment recommendations and help navigate the advisory landscape with autonomy and expertise. Key Responsibilities:
- Deliver accurate, knowledgeable service to each client
- Conduct KYC updates and manage recent account openings
- Make informed investment decisions and modifications
- Process client trades and document all communications
- Timely response to client inquiries and requests Requirements:
- Minimum 2 years in a similar financial role
- Strong grasp of financial instruments and compliance regulations
- Valid IFIC or CSC certification is a must
- Bilingual in French and English for client interactions
- Independent worker with strong initiative Contribute to financial well-being with your advisory skills in a collaborative environment.
📌 Toronto Financial Advisor Position (Quebec City)
🏢 Iaawg
📍 Quebec City
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