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 prefe...