GrowWise is seeking an Exempt Market Dealer (EMD) Dealing Representative for a contract, remote role in Canada. You will source, advise on, and process exempt market investments, conduct suitability assessments, and explain offerings to clients.
You'll handle subscription documents, maintain regulatory records, ensure compliance, and manage ongoing client relationships with periodic portfolio reviews and cross‐functional collaboration.
Remote Exempt Market Dealing Advisor in Moncton employer: Growwise
GrowWise offers a supportive work environment with licensed advisors guiding clients through the investment process. The company emphasizes transparency and education, fostering a culture of informed decision-making. Employees have the opportunity to engage in meaningful client relationships and contribute to long-term financial strategies.
