Brittany Toth - Sun Life Financial

  • 390 Commissioners Rd W, London, ON, Canada
May 04, 2022
Brittany Toth - Sun Life Financial 390 Commissioners Rd W, London, ON, Canada
Investment Services Associate Reporting to and employed by an independent Financial Planner at Sun Life Financial. This position is an office position with the potential opportunity to work partially remotely. By utilizing knowledge of current investment trends in Canada, you will provide administrative maintenance of clients’ investments accounts to assist in building client portfolios. Do you have Critical thinking and analytical skills   Working knowledge of investments and Mutual Funds in Canada Active listening and communication skills Attention to detail with a high level of accuracy Positive and compassionate attitude Passion for financial investments Strong work ethic Job Responsibilities Review client’s investment portfolios Recommend investments trends to Financial Planner Track client’s...