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- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
- Location requirements
- Country, Canada
Job summary
The Investment Specialist will drive regional sales of wealth management products and provide strategic guidance to financial advisors. They will assist advisors with portfolio solutions, fund analysis, and continuing education requirements to help grow their practices.
Job details
The Investment Specialist will drive regional sales of wealth management products and provide strategic guidance to financial advisors. They will assist advisors with portfolio solutions, fund analysis, and continuing education requirements to help grow their practices. Candidates must have up to 5 years of experience in the financial or banking sector with advanced knowledge of segregated and mutual funds. A post-secondary education from an accredited institution is required along with strong communication and problem-solving skills.
What you’ll do
The Investment Specialist will drive regional sales of wealth management products and provide strategic guidance to financial advisors. They will assist advisors with portfolio solutions, fund analysis, and continuing education requirements to help grow their practices.
Requirements
Candidates must have up to 5 years of experience in the financial or banking sector with advanced knowledge of segregated and mutual funds. A post-secondary education from an accredited institution is required along with strong communication and problem-solving skills.
Benefits
- Company matched RRSPs
- Training and development programs
- Tuition reimbursement
- Professional license fee reimbursement
- Membership dues reimbursement
- Discounts on events
- Travel discounts
- Accommodation discounts
- Personal home and auto insurance discounts
- Flexible work arrangements
- Generous time off
Listed skills
- Communication Skills · Preferred
- Problem solving · Preferred
- Microsoft Office Suite · Preferred
- Customer service · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Investment solutions
- Segregated funds
- Mutual funds
- Fixed income products
- Sales strategy
- Portfolio solutions
- Fund analysis
- Financial advisory support
- Communication skills
- Problem-solving
- Microsoft Office Suite
- Online meeting platforms
- Client service
- Relationship management
Job areas
- Finance & Accounting
- Sales
- Management & Leadership
- Consulting
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