Licensed Associate Advisor - Waterloo
On-site
Core
Assist Wealth Advisors in managing client portfolios, developing financial strategies, and providing support to clients.
Role type
Licensed Associate Advisor (Wealth Management)
Builds
Client financial plans and investment strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment management, Financial analysis, Client relationship management, Regulatory compliance, Financial software proficiency
Preferred skills
CSC, CPH, CIM, or CFP licenses, Wealth management experience, Microsoft Office Suite proficiency