Marketing Assistant to Investment Advisor

Kickstart your career with Diligence Wealth Management in Toronto as a Marketing Assistant. This role is your first step toward becoming a licensed Investment Advisor, backed by extensive mentorship and support.

Join Diligence Wealth Management during its Toronto office expansion. This full-time Marketing Assistant position provides an engaging pathway to wealth management, focusing on building skills in client development and outreach. For ambitious individuals aiming for a high-performance career, this position promises the potential for substantial financial rewards and growth.

Key Responsibilities: • Identify and build new client relationships • Support senior advisors in client meetings • Conduct financial analysis to inform strategies • Assist in developing tailored investment recommendations • Collaborate with the team to enhance client experience

Requirements: • Bachelor’s degree in a relevant area preferred • Highly motivated and competitive mindset ...