02 Nov
|
FirstOntario Credit Union
|
Canada
02 Nov
FirstOntario Credit Union
Canada
FirstOntario Credit Union is seeking an Investment Advisor to nurture current and prospective member relationships, focusing on growing and managing a wealth book. You will deliver comprehensive wealth management services, including planning and investment counseling, for a diverse client base, including high-net-worth individuals.
You will build relationships, collaborate with professionals, prepare client presentations, and lead meetings to meet member goals.
📌 Wealth Advisor: Holistic Planning (Canada)
🏢 FirstOntario Credit Union
📍 Canada