Outbound Investment Specialist - Mutual Funds, Bilingual
November 26
🇨🇦 Canada – Remote
💵 $37.5k - $69.5k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis
🚫👨🎓 No degree required
Description
• understands customer needs and provides wealth and investment-related sales • advises customers on wealth and investment strategies • fulfills sales and service activities in accordance with approved procedures • identifies and makes referrals to other business groups • stays abreast of consumer needs, industry trends, and regulatory environment
Requirements
• 2 - 3 years relevant experience • post-secondary degree in related field desirable • completed Canadian Securities Course (CSC) or IFIC course • IIROC licensed as an Investment Representative • fluent in French and English
Benefits
• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans
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