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...