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Hi, I am new to Canada and currently living in Vancouver, BC. I was looking for opportunities in the Financial Services industry in the Metro Vancouver Area. I have about 3 years of experience in the Banking/Financial Services and HealthTech industry and worked alongside IBM and PwC in developing and implementing cutting-edge FinTech products for business clients of a Financial Institution and led the Finance and data science team at a Health tech startup. Let me know if anyone can help me.
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Anyone have insights into Zions investment bank?
35 Female NYC, 🥳
Why is this bowl so quiet?
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Our philosophy entails helping families generate a lifestyle sustaining income that they can never outlive, making it a multi-generational model. This in turn requires the permanent protection of purchasing power, which then necessitates the use of diversified global equity investing... regardless of the client's age. This counter cultural approach to retirement planning requires the candidate have strongly held conviction about giving clients what they need, rather than what they want, and engaging the client in education, perspective building, and behavioral coaching as the primary ongoing service.
If you consider yourself one of Nick Murray's Spartans, it's an excellent sign we'd be a good match. Let me know if you have an interest.
We have a paraplanner who works remotely per project or as needed
Our focus is behavior based retirement income planning to mass affluent families. We have a strong and ongoing lead source and more opportunities than we can handle.