Investment Advisor

Intelliswift SoftwareToronto, OH
464d$86,070 - $86,070

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About The Position

The Investment Advisor role involves providing comprehensive support for various investment products, including mutual funds, ETFs, and segregated funds. This position is crucial for ensuring operational efficiency and delivering after-sales support to both internal and external stakeholders in the personal wealth and asset management sectors. The advisor will engage in data analysis, reporting, and liaising with vendors to enhance client services and operational processes.

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