Investment Advisor

Marketers on Demand

Banking & Finance

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 goals
  • Build various trusted relationships
  • Collaborate to support client success and business growth
  • Contribute to strengthen the firm’s strategy, reputation, and brand
  • Support administrative and operational activities as required

Qualifications

  • Over 5 years of Investment Advisory experience within a CIRO-regulated environment
  • Strong relationship-building, communication, and consultative skills
  • Professional presence with the ability to build credibility with diverse clients
  • High ethical standards and commitment to regulatory compliance

This is a commission-based role.

Apply below today by clicking on the “Apply for Job” button.

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