Investment and financing advisor serving Desjardins members with tailored investment, financing, and insurance solutions. Supporting financial health through relationship management and quality service.
About the role
- Canadian financial advisors participate in Terac’s paid AI-moderated study on investment and portfolio-management platforms. Sharing workflow feedback to shape tools for independent practices.
Responsibilities
- Walk participants through their typical daily routine and client management workflow
- Evaluate the strengths and limitations of primary investment platforms
- Discuss how firm structure influences software requirements
- Share feedback on how financial technology could better serve independent practices
- Participate in a remote, AI-moderated video interview
Requirements
- Practicing financial or investment advisor based in Canada
- Currently affiliated with an independent firm, credit union, or non-major bank
- Hands-on experience using professional investment and portfolio management platforms
- Actively manage client portfolios
- Regularly use investment platforms
- Comfortable participating in a remote video interview discussing workflow
Benefits
- Paid study compensation of $45 one-time
- Interview link sent within minutes of applying
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Degree requirement
No Education Requirement
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Investment and financing advisor serving Desjardins members with tailored financial solutions. Managing relationships and offering investment, financing, and insurance products.
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