About this role
Investment Funds Advisor at Canadian Forces Morale and Welfare Services (CFMWS). Location: Ontario or Canada. Role: managing relationships, developing plans, advising clients Requirements: Bachelor's or college diploma in business-related field, Canadian Securities Course (CSC), registered to sell mutual funds (MFDA/AMF), Investment Funds Course (IFC); CFP/PFP an asset; experience in financial planning, client relationship building, presentations, investment advice and preparing financial plans. Category: Sales Seniority: Mid Level Certifications: csc, mfda, amf, ifc, cfp, pfp Commitment: Full Time Workplace: Onsite Languages: English