Associate Consultant - Securities Licensed
Victoria, BCTemps plein
DF
Dumitru Flanagan & Associates IG Private Wealth Management
3+ ansExperience: Minimum 3 years; · Collaborate closely with the Lead Advisor on onboarding activities, client events, including preparing preliminary materials, coordinating discovery steps, managing required…; · Lead and…
Securities, CIRO, Financial planning, Collaboration, Regulatory compliance, Leadership