Investment Specialist

2 weeks ago


Toronto Ontario, Ontario, Canada LanceSoft, Inc. Full time

Investment Advisor`s

Location: Toronto, ON_Hybrid

Duration: 6+ months

Job Description:


Must have Skills:

1) 5 +Years in Solid understanding and experience, working with investment related applications for Advisors, such as brokerage, investment proposal, financial planning, portfolio management etc.

2) 10 +Years Strong knowledge of investment advisory and wealth management product offerings & services.

3) 10 +Years Demonstrated success delivering highly complex business initiatives related to digital, data, and analytics.

4) 5 +Years Experience in leading and coaching teams, with track record of attracting and developing talent.

5) 10 +Years Critical thinking skills: using logic and reasoning to evaluate alternative solutions, summarize conclusions and approaches to mitigate risks.

6) 10 +Years Ability to develop strong working relationships with business and technology partners globally.

7) 10 +Years Relevant working experience in the financial sector, Wealth Management experience

Nice to Have:

• Spanish communication is an asset.

• Salesforce application experience as an end user.


Thanks

Drishti

Lancesoft Inc



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