02 Oct
|
Gtrworldwide
|
Regina
02 Oct
Gtrworldwide
Regina
Elevate client financial outcomes at GTR Worldwide as an Investment Dealer. Provide expert guidance for securities transactions while ensuring compliance and alignment with financial goals.
GTR Worldwide is seeking Investment Dealers to support individual and institutional clients. This role focuses on cultivating client relationships, executing trades, and ensuring portfolios meet regulatory standards. Ideal candidates will leverage solid financial acumen and analytical skills to guide clients effectively through the investment landscape.
Key Responsibilities:
Assess client financial goals and recommend investment strategies
Onboard and maintain relationships with current and existing clients
Execute buy and sell orders via trading platforms
Monitor market trends and prepare investment analyses
Ensure compliance with securities regulations and maintain records
Requirements:
Bachelor's degree in finance, business, or economics
Minimum of 2 years in securities trading or investment advising
Registration as required by regulatory bodies
Solid knowledge of financial products and trading systems
Proficiency in financial analysis tools and CRM systems
Bring your expertise in financial advisory and client relationship management to GTR Worldwide.
📌 Investment Dealer At Gtr Worldwide Regina
🏢 Gtrworldwide
📍 Regina