Our Team

Our Future Team Includes You

 

Apply Now to Turn Key Wealth Management

Looking for A Challenging Opportunity With An Income to Match. Apply Now To: Turn Key Wealth Management (please indicate in the availability box whether you are applying for the Full; Part-time; or, Both positions). 

Customer Service Advisor (Full-Time) 

a. Why – It is your life passion to help others reach their desired financial goals – financial independence and peace of mind.

b. What - As a Client Service/Financial Advisor, you are required to advise clients on investments; taxes; estate planning; education savings plans; insurance; mortgages; and, retirement. In addition, you are able to support the advisor team with the administration of all financial and non-financial transactions

c. How – By combining your: strong client-centric focus; excellent written and verbal communication skills; mutual fund or investment experience; and, analytical capabilities with your industry certifications IFC and/or CFP you are able to analyze financial data received from clients to develop strategies for meeting clients’ financial goals.

d. Where – 880 Lady Ellen Place, Ottawa, ON

When - Apply Now!

 

 

Customer Service Advisor (Part-Time) 

a. Why – It is your life passion to help others reach their desired financial goals – financial independence and peace of mind.

b. What - As a Client Service/Financial Advisor, you are required to advise clients on investments; taxes; estate planning; education savings plans; insurance; mortgages; and, retirement. In addition, you are able to support the advisor team with the administration of all financial and non-financial transactions

c. How – By combining your: strong client-centric focus; excellent written and verbal communication skills; mutual fund or investment experience; and, analytical capabilities with your industry certifications IFC and/or CFP you are able to analyze financial data received from clients to develop strategies for meeting clients’ financial goals.

d. Where – 880 Lady Ellen Place, Ottawa, ON

When - Apply Now!

 

 

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