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Investment Funds Specialist

2 months ago

Greenwood, Canada People Exchange Inc on behalf of SiSiP Full time
About the Role

We are seeking a highly skilled Associate Investment Funds Advisor to join our team at People Exchange Inc. on behalf of SISIP Financial.

About SISIP Financial

SISIP Financial is a leading provider of financial services to the Canadian Armed Forces community, with over 50 years of experience serving this unique market.

Key Responsibilities

  • Provide expert advice on investment funds to clients
  • Develop and maintain relationships with clients to understand their financial needs
  • Stay up-to-date with industry trends and regulatory changes
  • Collaborate with internal teams to deliver exceptional client service

What We Offer

As a valued member of our team, you will have the opportunity to work with a dynamic organization that is dedicated to serving the financial needs of the Canadian Armed Forces community.