Senior Wealth Advisor
Red Deer, AB +2HybrideTemps plein
ATB
5+ ansCandidates need 5 to 7+ years of sales and client experience in financial services, ideally wealth management, with a proven record of growing an investment client book. They must be able to register as a Registered Representative with CIRO and hold an established community network.
Financial planning, Securities, Client relationship management, Collaboration, Workflow, Prioritization