CIM Licensed Digital Advisor

Job is Expired

Location: Remote

Compensation: Salary

Reviewed: Wed, Feb 18, 2026

Job Category: Healthcare

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A company is looking for an Advisor, Digital Advice.

Key Responsibilities

Engage with clients on portfolio allocation to help structure their portfolios
Oversee the performance and health of core digital processes
Collaborate cross-functionally to assist in shipping high-quality systems and content

Required Qualifications

CIM designation or a minimum of CFA Level 1
Minimum of 2 years of experience in a CIRO or OSC regulated environment
Passion and curiosity for investing and personal finance
Client-first mentality
Growth mindset and strong team player

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

Company Company Name

Headquarters Headquarters

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