Investor Specialist - Toronto
2 weeks ago

Job summary
We are seeking an Investor Specialist to serve as a trusted communicator and relationship manager, helping clients make confident financial decisions through clear communication, behavioural guidance, and investment advice.
You will build strong client relationships,
deliver thoughtful and balanced advice across financial,
behavioural,
and investment dimensions,
and contribute to business growth while mentoring junior colleagues
& embracing technology & process improvements.
Responsibilities
- Deliver high-quality,personalized advice to clients via phone,email,videos,& in-person meetings,& with an emphasis on behavioural guidance,& planning,& goal achievement.
- Nurture & maintain client relationships by proactively answering questions,
Job description
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