Location - Mississauga, Ont.
What we do
We provide our branch teams and clients with world class advisory programs that align with our firm's investment philosophy, solutions-based advice and guidance, and desire to offer client choice. We also provide one-on-one consultation for portfolio construction or selection especially in high net worth cases as well as foundations and business entities. This includes the management of our Guided Portfolios, Portfolio Program and Managed Account Program.
Where we are headed
With the evolution of the industry to more fee-based platforms, our area directly supports the asset under management peak by providing additional solutions that our clients are seeking. We will continue to innovate and enhance our fee-based programs to meet current and future client needs
What we need
- Bachelor's degree. Advanced degree preferred.
- Strong analytical skills
- Canadian Securities Course