CFA Licensed Digital Advisor

Job Summary

A company is looking for a Senior Advisor, Digital Advice.

Key Responsibilities

• Scale financial advice and improve accessibility for clients
• Collaborate with cross-functional teams to develop high-quality products and tools
• Support and lead the development of inclusive content and portfolio management operations

Required Qualifications

• CFA (preferred) or CIM designation with at least 2 years of experience in a CIRO or OSC regulated role
• Proven track record of generating creative ideas and executing projects effectively
• Strong analytical skills with valuable data skills (SQL knowledge is a plus)
• Passion for fintech and personal finance with a curiosity for investment research
• Growth-oriented mindset and a collaborative approach to work