Représentant(e) en fonds communs de placement

📋 Description

• Respond to incoming client inquiries and provide knowledgeable, professional support regarding
• Build and maintain strong client relationships by understanding individual financial circumstances
• Guide new and existing clients through account openings and explain the available investment
• Process mutual fund and term investment transactions accurately and in accordance with established
• Assess clients’ financial goals and recommend appropriate investment products and services based on
• Deliver a high-quality, personalized client experience by addressing questions, resolving concerns

🎯 Requirements

• Typically, 1–3 years of relevant professional experience in financial services, banking
• Successful completion of the Canadian Securities Course (CSC/CCVM) or the Investment Funds in
• Knowledge of investment products, mutual funds, financial markets, and current industry trends.
• Familiarity with regulatory requirements, compliance standards, and procedures within a highly
• Strong communication and active listening skills, with the ability to explain financial concepts
• Excellent organizational and time-management skills, with a strong commitment to accuracy and

🎁 Benefits

• Competitive annual salary: CAD $40,500–$80,000, depending on location, experience, education
• Fully remote work: Work from home across eligible Canadian locations, eliminating the need for a
• Full-time employment: Build a long-term career in investment services and wealth management.
• Health and insurance coverage: Access to health benefits, life insurance, and accident insurance.
• Retirement savings plans: Opportunities to plan and save for your financial future.
• Tuition reimbursement: Financial support for eligible learning and professional development