Business & Marketing Associate
TK Dale Wealth Management
Newmarket, ON,Canada
1d ago
source : MNC Jobs

Job Description

This role requires a dynamic self-starter.You will have the opportunity to work in the business as well as on the business.

You will be reporting to the sole owner who has worked with hedged funds, pension funds and high net worth individuals who now advises families in York Region on their finances.

I work with married Canadian executives and deliver discretionary portfolio management, tax efficient insurance solutions and financing for residential and commercial properties.

A typical day will consist of : 1-2 hours investment and market analysis1-2 hours social media content creation1-2 hours project work1-2 hours marketing and sales which could include calling prospective referral sources and dropping off flyers if covid safety permits.

An ideal candidate will be a third or fourth year business degree and reside in the Newmarket and surrounding area.I'm am looking for someone with analytical skills and also a creative / artistic touch.

I'm willing to teach the job specific skills and ask that the candidate be resourceful in finding solutions.This is a great opportunity to see how a wealth management firm works on all fronts from front office to back office on a range of products and services.

Job Type : ContractSalary : $18.00 / hourEducation :

  • Secondary School (Preferred)
  • Location :

  • Newmarket, ON (Preferred)
  • Work remotely :

  • Temporarily due to COVID-19
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