Finance Operations - Toronto, Ontario

Only for registered members Toronto, Ontario, Canada

1 month ago

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Job summary

We are seeking an ambitious and client-focused Trainee Investment Advisor to join our Toronto-based team as part of an exciting international growth programme.

Responsibilities

  • Support senior investment advisors in servicing and expanding a UK-based client portfolio
  • Assist in the preparation of investment strategies, risk assessments, and suitability reports

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