Carter Job Advisor Service, Wealth Solutions
Carter Job is a wealth management professional with expertise in advisory services and client relationship management. In his role as Advisor Service, Carter uses this experience to expand Skyline Wealth’s investment base and maintain the highest level of client satisfaction.
Prior to joining Skyline, Carter worked as an insurance sales representative and has over two years of experience in the insurance industry.
Carter approaches his client engagements from an educational perspective and seeks to give his clients the knowledge and resources they need to make confident, well-informed investment decisions. Carter takes great pride in assisting his clients in setting and achieving their financial objectives. Carter’s success is built on his ability to communicate with clients and build relationships, which enables him to offer great customer service to new and potential investors.
Carter is an environmental and sustainability advocate who volunteers in tree planting projects and contributes to round table conversations on sustainability through the Halton Environmental Network and Oakville Green Conservation.
Carter has completed the Canadian Exempt Market Proficiency (EMP) course, the Canadian Investment Funds Course (CIFC) as well as the Life License Qualification Program (LLQP). He also holds a diploma in renewable energy from Niagara College.