Tall Oak Private Wealth
London, ON
Tall Oak Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families, is seeking a qualified Financial Planner / Sales Assistant to work in our London Ontario office.
Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our full-service approach focuses on developing individualized and independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth.
As Financial Planner / Sales Assistant your duties will include client relationship management, and financial planning and administrative support to Tall Oak Private Wealth financial advisors and their clients.
Specifically you will:
Support financial advisors by reviewing reports, following-up on client inquiries and requests...