Investment Specialist, Mutual Funds

📋 Description

• Support customers primarily through inbound calls, with occasional outbound calls to identify
• Build and maintain trusted customer relationships by understanding individual financial
• Provide professional investment sales and service support, including new account onboarding, mutual
• Assess customer needs through thoughtful conversations and recommend relevant investment products
• Work toward established sales and performance targets while maintaining a strong focus on customer
• Manage customer requests from beginning to end, including preparing documentation, processing

🎯 Requirements

• Typically 2–3 years of relevant professional experience in investment services, wealth management
• High school diploma or equivalent; a post-secondary degree in a relevant field is preferred. An
• Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) course, or
• Good understanding of mutual funds, term investments, investment products, and wealth management
• Familiarity with financial markets, competitive industry trends, and investment product offerings.
• Knowledge of investment brokerage products and services, including online investment platforms.

🎁 Benefits

• Competitive annual salary ranging from CAD 40,500 to CAD 80,000, depending on location
• Potential commission structure and performance-based incentives, depending on the compensation
• Additional discretionary bonuses and other rewards may be available.
• Comprehensive health insurance coverage.
• Accident and life insurance.
• Retirement savings plans.