Investment Advisor & Portfolio Strategist (Regina)

Investment Advisor & Portfolio Strategist (Regina)

30 Aug
|
GreenTech Resources Worldwide Canada
|
Regina

30 Aug

GreenTech Resources Worldwide Canada

Regina

GreenTech Resources Worldwide Canada is seeking a Securities broker (NOC 11103) to provide investment advice and execute transactions for clients, ensuring portfolios align with objectives and regulations.

You will assess client goals, onboard current clients, and manage relationships to grow assets under management, while ensuring compliance. The role involves executing orders, preparing analyses and reports, monitoring markets, and collaborating with teams across the firm.

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📌 Investment Advisor & Portfolio Strategist (Regina)
🏢 GreenTech Resources Worldwide Canada
📍 Regina

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