Our Future Team Includes You
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).
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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