About this role
Wealth Advisor at Fil. Location: Winnipeg or Calgary or Edmonton or Halifax. Role: Provide client advisory, Develop investment strategies, Onboard clients Requirements: 5+ years in financial services; university degree; licensed as Registered Representative; strong client management; knowledge of financial planning tools; bilingual English/French advantageous. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning software, Investment platforms Certifications: registered representative (rr), canadian securities course (csc) Commitment: Full Time Workplace: Remote Languages: English, French