Senior Investment Advisor: Build A High Net Worth Portfolio Winnipeg

Senior Investment Advisor: Build A High Net Worth Portfolio Winnipeg

30 Aug
|
SG Wealth Management
|
Winnipeg

30 Aug

SG Wealth Management

Winnipeg

SG Wealth Management in Markham, Ontario, is seeking an experienced Senior Investment Advisor / Wealth Advisor. This client-facing, sales-focused role requires building relationships, presenting investment solutions, closing business, and growing AUM.You should have 10+ years in investment sales and wealth management, with expertise across mutual funds, RRSPs, TFSAs, RESPs, and retirement portfolios;
CFP preferred and CFA or advanced credentials highly valued.
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📌 Senior Investment Advisor: Build A High Net Worth Portfolio Winnipeg
🏢 SG Wealth Management
📍 Winnipeg

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