Confidential
Grow and manage client portfolios; recommend investment solutions aligned with clients’ financial goals
Build various trusted relationships
Collaborate to support client success and business growth
Contribute to strengthen the firm’s strategy, reputation, and brand
Support administrative and operational activities as required Over 5 years of Investment Advisory experience within a CIRO-regulated environment
Strong relationship-building, communication, and consultative skills
Professional presence with the abili...
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Investment Advisor
Description
MoD is currently seeking an experienced Investment Advisor to join our client’s team! This is an excellent opportunity for Advisors with an existing book of business who are looking to join a mission-driven firm with a growing brand and strong future potential.
This is a remote role and can be located anywhere in Canada.
Key Responsibilities
Qualifications