Virtual Advisor, Wealth Desk
Toronto, ON +3Full Time
Alterna Savings
1+ YOECandidates need post-secondary education in business, finance, commerce or economics, plus mutual fund licensing (IFIC, CIFC or CSC). They also need 1 to 2 years of financial services or client service experience, and strong communication, organization and relationship-building skills.
Microsoft Office, Microsoft Teams, Microsoft Outlook, CRM systems, Digital advice tools, Investment platforms