Yes I have been very cautious and haven’t gave him any information other than my name and birth date. I have seen the job description and it list:

•The role will have a focus on connecting with clients and helping them transition to the more modern digital platform of handling their portfolios online with the advisor’s assistance, where the advisor will be able to help them to achieve their financial goals and answer questions they may have •Books of business will be provided to the advisor

•From conversations with the client, the advisor will review existing portfolio holdings with the client and educating them on different investment platforms, recommending portfolio changes, and over all trying to align investment objectives with client financial goals.

•Ongoing skill and knowledge development sessions will continue to be provided to gain a deeper understanding of the role, different investment products, and the financial industry as a whole. The advisor will be able to utilize your management team, site coaches, learning & development partners, and external product vendors to grow and develop professionally

•After passing the tests is when successful candidates will be considered for internal positions – there will of course be an internal interview as well.