Developing Investment Advisor - Waterloo
1 week ago

+ Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing
+ Build a client base of HNW & UHNW clients,families,and business owners.
+ Action a business plan focused on building your client base and market share through prospecting ,marketing developing a pipeline that identifies and cultivates relationships with potential clients external referral sources.
Job description
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