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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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