Wealth Concierge
Toronto, ONRBC Phillips, Hager & North Investment Counsel Inc.
2+ ansCandidates need at least two years in a similar wealth or investment role, a university degree, and completion of the Canadian Securities Course. A CFP or PFP designation, or working toward one, is also required, and strong attention to detail, communication and advanced MS Office skills are essential.
Salesforce, myGPS
Wealth Concierge
Toronto, ONRBC Phillips, Hager & North Investment Counsel Inc.
2+ ansCandidates need at least two years in a similar wealth or investment role, a university degree, completion of the Canadian Securities Course, and a CFP or PFP designation or active working toward one. Strong attention to detail, clear written and verbal communication, and advanced Microsoft Office skills are required.
Salesforce, myGPS