Associate (National Advisory Desk)
Toronto, ON48k–60k $/anTemps plein
WA
Wellington Altus Branding
3+ ansWellington-Altus needs candidates with a business, accounting or finance degree or diploma, or equivalent experience, and at least 3 years in wealth management. Candidates must hold active CIRO Registered Representative status and be strong in Microsoft Office and Excel-based client tracking.
Excel, Word, PowerPoint, Teams, Outlook, NAD CRM workbooks