low-cost financial advisor opportunity - Calgary - beBeeInvestmentAdvisor

    beBeeInvestmentAdvisor
    beBeeInvestmentAdvisor Calgary

    1 week ago

    Job title: Investment Advisor, National Partnership Office

    Description

    Job Description


    We are seeking an Investment Advisor to service a portfolio of existing clients under the National Partnership Office platform.

    The successful candidate will be responsible for providing investment advice, working to reduce risk through proper documentation of KYC information and client interactions, and developing client relationships through regular contact while providing value-added information, advice, and recommendations.


    Position Overview


  • Provide support to IA teams looking to move clients onto the Partnership platform through communication, client tools and advice.
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