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.
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📌 Wealth Advisor: Holistic Planning & Growth (Hamilton)
🏢 FirstOntario Credit Union
📍 Hamilton
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