Senior Investment Advisor Associate
AlbertaTemps plein
Staffing In Motion
3+ ansCandidates need three or more years in wealth management, portfolio management or investment advisory, plus a solid understanding of public markets. CIRO or Registered Representative licensing, or eligibility for it, is required, and CFA or CIM designations are an asset.
Onboarding, Client relationship management, CIRO, Communication skills, Relationship building