Senior Portfolio Manager

4 days ago


Ottawa, Ontario, Canada Aviso Wealth Inc Full time
Job Summary

Aviso Wealth Inc is seeking a seasoned professional to join our team as a Senior Portfolio Manager or Financial Wellness Consultant. In this role, you will be responsible for assisting members in building customized financial wellness plans that cater to their unique needs.

The ideal candidate will have a proven track record of networking, relationship building, and client acquisition. They will also possess a deep understanding of the investment industry and its products, as well as excellent analytical skills.



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