Client-First Wealth & Portfolio Advisor
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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 advanta…
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