Full-time
Remote Digital Advice Specialist — Scale Client Wealth
Posted by Queer Tech • Canada, Canada, Canada
About the Role
A leading fintech company in Canada is seeking a professional for their Digital Advice team to engage with clients on portfolio management while supporting wealth management innovation. The successful candidate will help structure client portfolios, supervise digital processes, and collaborate across teams. Ideal applicants will hold a CIM or CFA Level 1, with at least 2 years' experience, demonstrating excellent communication skills and a passion for finance. This role offers competitive benefits and opportunities for professional growth.
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