MoD is currently seeking an experienced Investment Advisor to join our client’s team! This is an excellent opportunity for Advisors with an existing book of business who are looking to join a mission-driven firm with a growing brand and strong future potential.
This is a remote role and can be located anywhere in Canada.
Key Responsibilities
Grow and manage client portfolios; recommend investment solutions aligned with clients’ financial goalsBuild various trusted relationshipsCollaborate to support client success and business growthContribute to strengthen the firm’s strategy, reputation, and brandSupport administrative and operational activities as required Qualifications
Over 5 years of Investment Advisory experience within a CIRO-regulated environmentStrong relationship-building, communication, and consultative skillsProfessional presence with the abili...