It is becoming increasingly known that there is a real benefit to having a steady hand on your portfolio! We serve a growing client base across Canada and continue to expand as a result of our integration with Purpose and our shared commitment to providing thoughtful, long-term investment guidance.
We are pleased to announce that we are currently hiring an Investor Specialist in our Vancouver or Toronto office.
The successful candidate will play a key role in building and maintaining strong client relationships, providing ongoing investment guidance and supporting clients with portfolio construction, asset mix decisions and monitoring the portfolio as client objectives evolve. Working closely with our internal teams, the Investor Specialist will also connect with new investors and support referrals so that clients can continue to receive consistent, personalized advice as our client community grows.
If this option is a good fit for you or someone in your network, we recommend that you take a closer look. Full details are available here. Interested candidates can apply through Dayforce by submitting a resume and motivation letter. While we thank all candidates for their interest, only selected individuals will be contacted for follow-up.
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