Investment Strategy Advisor
6 days ago
Strategic Financial Solutions
At Treegrove Investment Management Inc., we deliver personalized and strategic financial solutions to meet the unique needs of our clients. Our team provides discretionary investment management and financial planning services to high net worth individuals, charities, and foundations.
Wealth Manager Position
This is a full-time remote role for a Wealth Manager who will provide comprehensive financial planning and investment management services to clients. Daily tasks include analyzing investment opportunities, developing tailored financial plans, managing client portfolios, and ensuring excellent client service.
Essential Requirements
- A strong book of business
- Certification in CIM or level 1 CFA
- Commission-based role
- Financial planning and comprehensive understanding of financial instruments
- Experience in investment management and strategic investment planning
- Insurance knowledge and risk management skills
- Excellent analytical and problem-solving abilities
- Strong interpersonal and communication skills
- Ability to work independently and remotely
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