Investment Advisor (full-time)

Mennonite Trust LTD

Location: Saskatoon or Waldheim, Saskatchewan

Role Purpose 
Manage and develop strong relationships with a book of investment clients and assist with administration offiles for those clients.

Key Responsibilities 

  • Meet with investment clients and prospects to discuss invest­ment objectives, evaluate their risk profile, and offer suitable in­vestment options for their needs.
  • Prepare documents for all files and ensure organization of files is orderly and complete.
  • Complete required maintenance of investment portfolio includ­ing review of investment files and required client disclosure. 

Submit applications with a resume in confidence to: 
Mennonite Trust Ltd. 
PO Box 40, Waldheim, SK SOK 4R0
Phone: 306.945.2080 
Email: jobs@mtrust.net

For complete job description: www.mtrust.net/jobs/

We thank all applicants for their interest, however, only those selected for an interview will be contacted. 

Classified Ad Category: 
Share this page: