15 Comments
 

Since it is an introductory call, I would assume that they just want to get to know a little more about you and your interest in the position so that they can see whether you would be a fit for the company.

How were you reached out to by a firm? Usually I would assume that you would reach out to a firm and then an introductory call is scheduled where the aforementioned topics are covered.

 

Private Wealth Advisor = sell financial products to individuals Investment Banker = advise companies on capital markets and M&A activity

Different job functions... it would never be both PWM/IBD. It sounds like something meant to deceive someone, unless you know the company is legitimate. In the U.S., you would research their FINRA registration to make sure they are legit

 

Did you go to the .ca or .com website? Maybe I'm making unfair comparisons to websites of bigger companies.

EDIT: Maybe the Canadian website is new and the are working on it? The .com website looks a lot better

 

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