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Responsibilities
- Delivering investment advice to our clients through phone, email, and chat.
- Collaborating with team members to coordinate and improve delivery of investment and financial advice.
- Contributing to various initiatives.
Requirements
- At least 3 years of experience providing investment advice.
- CFA or CIM designation required.
- CFP is an asset.
- Ability to be registered as an Advising Representative under section 3.11 NI 31-103.
- Fluent in English and French.
- Thrive in a dynamic work environment.
- Proficient with technology and have a basic understanding of Microsoft Office.
Benefits
- Modern HQ location within walking distance from Union Station.
- Flexible & Hybrid Work Program.
- Equipment Purchase Program.
- Training Reimbursement.
- Paid Professional Designations.
- Employee Share Purchase Program (ESPP).
- Corporate Discount Program.
- Enhanced group benefits.
- Parental Leave Top–up program.
- Fitness membership discounts.
- Volunteer paid days.
- Complimentary vending machines.
