As the marketing manager for a Senior Investment Advisor at Canaccord Genuity Wealth Management, I created the animation below to help promote and explain a specific fund, the Connor, Clark & Lunn Income Growth Portfolio. This video became a useful tool in the client-acquisition and retention process.
While working at Canaccord Genuity Wealth Management, I successfully completed the Canadian Securities Course (CSC), administered by the Canadian Securities Institute (CSI). This certification is a prerequisite to obtaining careers such as Investment Advisor, Financial Planner, Investment Representative, Mutual Funds Sales Representative, Bank or Trust Company Officer.
contact @ bonnsmith.com