Job Description

A leading Canadian wealth management firm is seeking an Investment Advisor to service existing clients and transition them to a new platform. This role involves providing tailored investment advice, maintaining client relationships, and ensuring thorough documentation of KYC information. The ideal candidate will possess strong interpersonal skills and a solid understanding of investment products. A Registered Representative license by CIRO is required, along with proficiency in Microsoft Office. Attractive compensation and benefits are offered.
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