Client-First Wealth
4 days ago
Toronto, ON, Canada
Optimize Financial Group
Full-time
$90,000 - $140,000/year
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A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions. This role involves conducting client meetings, understanding financial goals, recommending tailored investment strategies, and maintaining long-term client relationships. Candidates should possess the CIM designation or CFA Level 1 and have at least 4 years of relevant experience in financial analysis or due diligence. Candidates fluent in French will have an advantage.