Investment Consultant, you will be an integral member of a dynamic Canada Wealth team providing a full range of services... a number of large size clients by providing services, identifying areas for improvement, making recommendation, managing client...
. This is an excellent opportunity for a technology-savvy financial professional to ensure that timely and accurate financial administration... how to apply. Responsibilities: Reporting to the CFO, your objective is to ensure that all financial aspects of Cleanlist's daily operations...
and an ability to connect with all types of individuals Nice to have: Experience in a direct marketing role, financial services... driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice...