Job Information
Investment Specialist Associate
Ottawa, Canada 637 Days Ago
Job Category: Accounting/Finance
Job Type: Full-Time
Posted: 2019-11-04
Job Status
Start Publishing: 2019-11-04
Stop Publishing: 2020-01-03
Ottawa, Canada
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Investment Specialist Associate


Desired Skills & Experience

 Post-secondary education in Business or related field

  • Mutual Fund License
  • Financial Planning Designation (PFP) or Certified Financial Planner (CFP) in process
  • Highly effective verbal and written communication skills
  • Ability to work independently as a self-motivated entrepreneur
  • An understanding of the Brokerage / Wealth Management and Online Brokerage environments
  • A valid driver's license and access to a vehicle, in order to travel to meet clients and prospects within the designated district
  • Second language an asset depending on target markets
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