Virtual Advisor, Wealth Desk
Toronto, ON +3Full Time
Alterna Savings
1+ YOEAlterna Savings needs candidates with a post-secondary degree in business, finance or a related field and mutual fund licensing (IFIC, CIFC or CSC). One to two years of financial services or client service experience is required, and experience with mutual funds, GICs and CRM systems is an asset.
CRM systems, Microsoft Office, Microsoft Teams, Outlook, Digital advice tools, Investment platforms