Senior Analyst - Wealth Product
Toronto, ONSun Life Assurance Company of Canada
3+ YOECandidates need a university degree or college diploma in finance, business, economics or a related field, plus three or more years in wealth management or dealer operations, ideally with a CIRO-regulated investment dealer. Strong investment product knowledge, analytical skills and Excel, PowerPoint and Word proficiency are required; CFA, CIM and English-French bilingualism are assets.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Senior Analyst - Wealth Product
Toronto, ONSun Life Assurance Company of Canada
3+ YOECandidates need a university degree or college diploma in finance, business, economics or a related field, plus three or more years in wealth management or dealer operations, ideally with a CIRO-regulated investment dealer. Strong investment product knowledge, analytical skills and Excel, PowerPoint and Word proficiency are required; CFA, CIM and English-French bilingualism are assets.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word