Investment Advisor

For this role, we specifically require:

• College Diploma or Undergraduate Degree and 2 years of relevant experience.
• Aptitude to successfully complete and pass required licensing

Your relevant skillset and knowledge will also get our attention. Show us that you:

• Have strong communication skills to exchange ideas and customer information in a concise and logical way, handling sensitive customer information and resolving exceptions.
• Possess computer & multi-tasking skills.
• Thrive in a dynamic and time-sensitive environment.
• Have advanced knowledge of our business and understand the functions of our various business areas.
• Are passionate, engaging and have a desire to consistently and compassionately deliver superior customer experience.