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Investment Specialist

  • London, ON
  • Hybrid
  • Posted Aug 17, 2026
  • 1 position

$65,000–$70,000 / year

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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

Job summary

The Investment Specialist will drive regional sales of wealth management products and provide strategic guidance to financial advisors. They will assist advisors in growing their investment blocks and support them with portfolio solutions and product analysis.

Job details

The Investment Specialist will drive regional sales of wealth management products and provide strategic guidance to financial advisors. They will assist advisors in growing their investment blocks and support them with portfolio solutions and product analysis. Candidates must have up to 5 years of relevant experience in the financial or banking sector and 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 in growing their investment blocks and support them with portfolio solutions and product analysis.

Requirements

Candidates must have up to 5 years of relevant experience in the financial or banking sector and 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

  • Extended health benefits
  • Disability insurance
  • Company matched RRSPs
  • Paid time off
  • 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
  • Incentives
  • Bonuses

Listed skills

  • Sales · Preferred
  • Communication · Preferred
  • Problem solving · Preferred
  • Attention to detail · Preferred
  • Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Investment solutions
  • Segregated funds
  • Mutual funds
  • Fixed income products
  • Sales
  • Portfolio solutions
  • Product analysis
  • Financial advisory support
  • Communication
  • Problem-solving
  • Attention to detail
  • Microsoft Office Suite
  • Online meeting platforms

Job areas

  • Finance & Accounting
  • Sales
  • Consulting
  • Customer Service & Support

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